Contact
Start the conversation.
Whether you have questions about your investments, want to review your financial plan, or are just getting started, reach out and Andrew will get back to you promptly.
Send a message
Andrew responds to all inquiries within one business day.
Andrew Tricomi
Response time
Within one business day
Affiliated with
Canada Life
Serving
Canadians across all provinces
All conversations are confidential. Andrew does not share your information with third parties.
What Andrew works on with clients
Every client situation is different. These are the four areas Andrew focuses on most — bring any of them to the conversation.
Financial Planning
A clear, written plan that maps your income, savings, and goals into a path you can actually follow — not a generic template.
Investment Management
Portfolio construction and ongoing oversight through Canada Life, with institutional-grade market analysis translated into plain language.
Tax Planning
Practical strategies to keep more of what you earn — RRSP, TFSA, and the tax mistakes most Canadians make without knowing it.
Market Updates
Regular commentary from Canada Life on what's moving markets and what it means for your portfolio — no jargon, no alarm.
What happens after you reach out
Andrew keeps the process simple. No obligation, no pressure — just a straight conversation about where you are and where you want to be.
Andrew reviews your message
He reads every inquiry personally and replies within one business day with a few questions to understand your situation.
A short intro call
A 20-minute call — no agenda, no pitch deck. Andrew asks questions, you ask yours, and you both decide if it's a good fit.
A plan that fits your life
If you move forward, Andrew builds a financial plan around your actual goals — not a generic one-size-fits-all template.
Affiliated with Canada Life
Institutional access. Personal advice.
Through his affiliation with Canada Life, Andrew brings clients access to institutional-grade investment platforms and market research — the same tools larger firms use, delivered with the attention you only get from working directly with your advisor.
Schedule a consultationCommon questions
Is there a minimum amount to start?
No. Andrew works with clients at different stages of their financial journey — whether you're just starting to save or managing a more established portfolio.
How often will we meet?
Most clients meet with Andrew at least once a year for a formal review, with additional check-ins whenever markets move significantly or your situation changes.
Are my investments held directly with Canada Life?
Yes. Andrew uses Canada Life's platform, which means your investments are held with one of Canada's largest and most established insurers and asset managers.
Can Andrew help with RRSP and TFSA strategy?
Absolutely — that's one of the most common areas clients bring up. Andrew can help you decide which account type to prioritize, how much to contribute, and how to invest inside each one.