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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 1,000 advisors.
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Our unique systematic approach consists of 4 foundational elements with 4 pillars of wealth to support your overall goals and objectives. Through this structure we are able to analyze and conduct a full financial plan.
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
(289) 434 - 3732
Unit 4B - 210 Willmott St
Cobourg, Ontario. K9A 0E9
Mon - Fri: 10am - 3pm
Virtual appointments available.
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