About Us

Tom Fodey

Tom specializes in tax planning and mutual funds, with a focus on self-directed RRSP's and global investment opportunities.

A financial planner since 1986, Tom regularly conducts educational financial seminars. His seminars focus on strategic investments, long term financial planning and an emphasis on current economic and market realities.

Tom also writes financial columns for a number of local newspapers and is co-author of the popular "Money Management Workshop", a nine hour personal financial planning course he has been teaching since January, 1991.

Linda Shaw, CFP

Linda's more than 30 years of financial experience includes more than sixteen years of counseling companies and individuals in the areas of financial and investment planning.

The hallmark of Linda's management style is maximizing returns with minimum risk. Linda has conducted educational financial seminars for York County Hospital, Jefferson Adult Day school and her popular "Successful Women the the 90's" workshop. Linda also writes financial articles for a quarterly newsletter and is co-author of the "Money Management Workshop", a nine hour personal planning course which she has been teaching since January 1991.