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.

MY APPROACH

Life is full of change - career moves, family milestones, shifting markets. Whether you’re a business owner, a busy professional, planning retirement, or managing cross-border financial needs between Canada and the U.S., wherever you are and wherever you’re headed, I’ll meet you there with advice that fits your life and evolves with it.

Clarity and Strategy for Your Finances

I 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

My investment approach is evidence-based and grounded in decades of academic research. Rather than chasing trends or forecasts, I 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. I'm 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
Disclaimer: This content is provided for informational and educational purposes only and does not constitute financial, legal, or professional advice. Any numbers, examples, rules, or references discussed are based on information available as of May 2026 and are subject to change over time. You should not rely solely on this information when making decisions. Always consult with your own qualified professionals—such as a financial advisor, accountant, or legal expert—before implementing any strategies or taking action.

Recent Posts

Canada's Great Wealth Transfer: What Boomers and Their Children Need to Know

Jun 25, 2026 - Andrew Tricomi

Canada is seeing a $1 trillion wealth transfer—but most families aren’t prepared. Without a plan, taxes and conflict can erode what took a lifetime to build....

Read more

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

May 11, 2026 - Andrew Tricomi

Read more

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

May 11, 2026 - Andrew Tricomi

Read more
Read more in the Blog Library

Let' s Grab a

Virtual Coffee

Start a conversation
X