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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

"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

info@themoneyclub.ca

Unit 4B - 210 Willmott St

Cobourg, Ontario. K9A 0E9

Mon - Fri: 10am - 3pm

Virtual appointments available.

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