top of page
Home: Headliner

Expert Guidance
Personalized Solutions

Highest standards of service

As fiduciaries, our first responsibility is to you. We are committed to acting in your best interest, applying rigorous standards of care to avoid conflicts of interest.

As a privately-owned financial planning and wealth management firm, we focus on individual client needs not on investment products.

Expert Advice

The Money Club was founded by a 25+ year Certified Financial Planner who has partnered with top tier firms and lead a financial planning division with over 1,300 advisors. Financial Planning covers several aspects of life. Few are experts in all areas.

Planning

Financial Planning Wheel.png

Financial Planning

To begin the process we need to understand your current position completely and begin to discover your goals and objectives. With the review of your current pillars of wealth and of your current financial foundation, we are able provide solutions and recommendations.

Wealth

Wealth Management

Old text Whether you are a beginner or seasoned self directed investor, our course can assist you in identifying areas in your financial structure that can be improved.  From taxes to pensions, retirement plans to cash flow, we cover it all.

Education

Online Courses

Old text If you're looking to partner with a planner to make the most of your money, this service is for you.  We work with you to build a comprehensive plan that you can understand and implement in all areas of your finances.

Success Stories

"I've worked with many advisors and James is a cut above the rest.  His ability to actually "see" your finances and connect it all together for it to make sense is impressive!"

AMS - Scarborough, Ontario

"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

(289) 434 - 3732

Unit 4B - 210 Willmott St

Cobourg, Ontario. K9A 0E9

Mon - Fri: 10am - 3pm

Virtual appointments available.

bottom of page