Why You're Not Getting the Advice You Need...
Most people don't understand how to deal with the financial services industry. In fact, the industry makes it very complicated so that you need to seek advice. Too often, people make the most important financial decisions based on trust rather than facts leaving you vulnerable to making costly mistakes. The Money Club is designed to "tell not sell" you so you can make the most of your money!
The Money Club offers you the opportunity to customize the service according to your need. Whether you need help with a one off decision or situation, are looking to learn more about money and how to manage it, or want to work with a planner that wants to see you succeed financially, we can help!
"James has a unique ability of making simplicity out of complexity in a way anyone can understand with a sincere passion about the well-being of the client."
DF - Peterborough, Ontario