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ABOUT
Hi, I'm Marcus Moulding.

I'm an advice-only financial planner based in Moose Jaw, Saskatchewan. I hold a Bachelor of Commerce in Finance from the Edwards School of Business at the University of Saskatchewan, and I'm currently working toward my Certified Financial Planner (CFP) designation.

I've spent years teaching finance courses at the post-secondary level like Personal Finance, Macroeconomics, and more. My teaching background shapes how I work with clients: I want you to understand your plan, not just receive one.

I started 5 O'Clock Financial because I believe good financial advice shouldn't require buying a product. The advice-only model means my interests and yours are perfectly aligned. I get paid for the plan, not for what you invest in.

Bachelor of Commerce (Finance)

Edwards School of Business, University of Saskatchewan

 

CFP candidate

 

Post-secondary finance instructor

 

Based in Moose Jaw, SK · Working virtually across Canada

WHY 5 O'CLOCK FINANCIAL?
The name means something.

For most people, 5 o'clock is when work stops and life begins. But financial freedom means you don't have to wait for the end of the day or the end of your career, to enjoy it. A good financial plan gets you there on your terms, on your timeline.

That's what I'm here to help you build.

TESTIMONIALS

What others say.

"His presentation commenced with the provocative assertion, “Money can’t buy happiness”, yet money does have a significant role in ensuring security, facilitating independence, and alleviating stress. Marcus' discourse on financial literacy was insightful and informative. He effectively conveyed the importance of managing finances and provided pragmatic guidance to assist individuals achieve financial independence and confidence."

- Dr. Sakshi Chamoli, Uttaranchal University

COMMUNITY INVOLVEMENT

Beyond financial planning.

Big Brothers Big Sisters

Vice Chair, Big Brothers Big Sisters of Regina and Area — supporting youth mentorship in the community.

Junior Achievement

Financial literacy mentor with JA Canada — teaching youth financial literacy skills in schools.

Start with the intake form. It takes about 5 minutes and tells us both whether we're a good fit. Or book a free discovery call if you'd rather talk first.

Ready to build your plan?
WORK WITH ME
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