Independent Advisors · Est. 1986

Independent Financial Planning · Newmarket

Financial Planning Built Around Your Life, Not The Markets

York Financial Group is an association of independent investment fund advisors and financial planners. From our office in Newmarket, we have helped individuals and small businesses work toward their financial goals since 1986.

Since 1986

Helping individuals and small businesses plan with confidence.

Independent Advice

The recommendation starts with your plan, and the product follows from it.

Since 1986

Serving individuals and small businesses from Newmarket.

1,500+ Mutual Funds

Available to our advisors when building your portfolio.

Written Plans

A written portfolio recommendation you can read at your own pace.

Mutual funds provided through Investia Financial Services Inc. York Financial Group is a branch office of Investia Financial Services Inc.

Our Philosophy

No Two Clients Arrive With The Same Circumstances

We do not try to guess what markets will do next. We build each plan on prudent diversification and long-term value, and we shape it around the person it belongs to.

Five Things That Are Yours Alone

Diversify With Care

Spreading a portfolio across management styles and global markets is how we look for return while keeping risk in check.

Invest Regularly

Steady contributions, whatever the market is doing that month. A dip is a chance to buy, and dividends go back to work.

Stay For The Long Term

Everything rests on a lasting relationship, and that relationship rests on integrity, trust and respect.

What We Do

Six Kinds Of Planning, Under One Roof

Personal or corporate, most financial questions touch more than one of these. Having them in one place means your plan is drawn up as a whole.

Investment Planning

A portfolio matched to your goals, your timeline and your comfort with risk, backed by financial planning and portfolio analysis.

Retirement Planning

We review where you stand today and set out the steps toward the retirement you have in mind. Pension transfers and severance allowance rollovers are handled here too.

Estate Planning

Putting your personal and financial affairs in order so that what you have built passes on the way you intend.

For Business Owners

Individual Pension Plans

A defined benefit pension arrangement for business owners and senior executives, set up through the company.

Tax Planning And Preparation

Planning through the year so that more of what you earn stays with you, and preparation when filing time comes.

Insurance Planning

Life, disability and critical illness coverage for individuals, plus health and benefits packages.

0 +

Mutual funds available to our advisors when building your portfolio.

Because we are independent, the recommendation starts with your plan and the product follows from it.

Products We Work With

Our Process

Five Steps, Taken In Order

You will always know where things stand and what comes next.

We Meet

A conversation about your financial objectives and what you want your money to do.

We Measure Risk

A risk analysis based on your situation today and the needs you expect later.

We Do The Research

We study a broad range of funds and sit down with the fund companies’ managers.

We Put It In Writing

You receive a written portfolio recommendation to read and question at your own pace.

We Review Together

Portfolio reviews on the schedule you choose: quarterly, semi-annually or yearly.

Once You Are A Client

An Open Door

Questions do not wait for the next review. Call or come by.

Your Portfolio Online

A summary of your holdings on a secure site, whenever you want to look.

Scheduled Withdrawals

Regular payments from your investments straight to your bank account.

Our People

The Four People You Will Deal With

Two advisors and the two people who keep the office running. Each can be reached directly by email.

Financial Advisor

Tom Fodey

Owner of the firm. Focuses on wealth management, income and tax planning for retirees and those close to retirement.

tfodey@yorkfingroup.on.ca

Financial Advisor

Brianne Newsome

Licensed in mutual funds and life insurance. Works with younger couples and individuals saving for a home, children's education and retirement.

bnewsome@yorkfingroup.on.ca

Office Manager

Laurie Beaulieu

An office manager in financial services since 1995, and with York Financial Group since 2006.

laurie@yorkfingroup.on.ca

Administrative Assistant

Vittoria Scida

More than fifteen years of experience as an office administrative assistant.

vittoria@yorkfingroup.on.ca

Resources

Reading For Before We Meet

Start With A Conversation

The First Step Is Simply A Meeting About Your Objectives

Contact

Start With A Conversation

The first step is simply a meeting about your objectives. Call the office, or send a note and we will get back to you.

Telephone(905) 853-6196
Toll Free1-800-479-6576
Fax905-853-3362
Emailtfodey@yorkfingroup.on.ca
Office18075 Leslie St, Suite 207, Newmarket, Ontario L3Y 9A4

Send Us A Note

Tell us a little about what you would like to discuss.

York Financial Group

18075 Leslie St, Suite 207
Newmarket, Ontario L3Y 9A4

(905) 853-6196 · 1-800-479-6576
Fax 905-853-3362

Services

Regulatory Disclosure

Mutual funds provided through Investia Financial Services Inc. York Financial Group is a branch office of Investia Financial Services Inc.

This website is intended for Canadian residents only. It offers general information and is not personalized investment, financial, legal, accounting or tax advice; please call us to discuss your own circumstances.

York Financial Group’s full disclaimer and privacy policy carry over unchanged from the current website.

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