Financial Planning Made Simple & Personal

As an independent financial planner, I work directly for my clients and their families — simplifying financial complexity and guiding every decision with clarity. While my practice is independent, it is supported by the infrastructure of a leading Canadian financial institution, giving you both personalized advice and the strength of a trusted national platform.

OUR DIFFERENCE

Life is full of change - career moves, family milestones, shifting markets. Wherever you are, and wherever you’re headed, I’ll meet you there with advice that fits your life and evolves with it.
That's advice, your way.

Clarity and Strategy for Your Finances

We help you create a personalized roadmap that aligns your investments, goals, and risk tolerance. From strategic asset allocation to disciplined rebalancing, every decision is guided by a clear plan designed to keep you on track through market ups and downs.

Grow and Preserve your Wealth

Our investment approach is evidence-based and grounded in decades of academic research. Rather than chasing trends or forecasts, we focus on building diversified, low-cost, and tax-efficient portfolios designed to support each client’s long-term goals.

Guidance That Adds Measurable Value

Research shows that behavioral coaching and disciplined planning can add meaningful returns over time. We're here to help you avoid costly mistakes, stay focused on your long-term goals, and navigate complexity with confidence—so your wealth supports the life you want.

OUR TEAM

25+ Years of Experience

Andrew Tricomi

Financial Planner & Investment Representative

Shawn Woodley

Regional Securities Specialist

Our Team

Recent Posts

Joint Ownership vs. Named Beneficiary: Which Is Better for Your Estate?

May 11, 2026 - Andrew Tricomi

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How to Pass Down the Family Cottage in Ontario Without a Massive Tax Bill

May 11, 2026 - Andrew Tricomi

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April 2026 market update

May 11, 2026 - Canada Life

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