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 has more than 20 years as a financial planner. As well as her CFP, Linda has completed the Certified Senior Advisor designation which focuses on finances and estate planning for the 55 and over age group.

The hallmark of Linda's management style is to coach clients on tax efficient ways of building wealth and providing income streams for clients after retirement.

Linda's own interests include gardening, boating and the Arts.