I have curated a list of my favourite resources to share with you. Whether you are a novice or expert Money Master, there’s always something new to learn about the world of personal finance.


   Financial Goal Setting                   Monthly Budget


Here is a list of my favourite personal finance books that I have read and recommend.

  • Beat The Bank by Larry Bates

  • Happy Go Money by Melissa Leong

  • How A Second Grader Beats Wall Street by Allan S. Roth

  • I Will Teach You to Be Rich by Ramit Sethi

  • Millionaire Teacher by Andrew Hallam

  • Rich Dad Poor Dad by Robert Kiyosaki

  • Secrets of the Millionaire Mind by T. Harv Eker

  • Smart Women Finish Rich by David Bach

  • The Intelligent Investor by Benjamin Graham

  • The Millionaire Next Door by Thomas J. Stanley and William D. Danko

  • The New Buffettology by Mary Buffett & David Clark

  • The Wealthy Barber Returns by David Chilton

  • Think and Grow Rich by Napoleon Hill

  • Unshakeable by Tony Robbins

  • Wealthing Like Rabbits by Robert Brown

  • Women & Money by Suze Orman

  • Worry-Free Money by Shannon Lee Simmons

  • You Are a Badass at Making Money by Jen Sincero

  • Your Money or Your Life by Vicki Robin, Joe Dominguez & Monique Tilford



Here are the business and entrepreneurship podcasts that I enjoy listening to.

Educational Websites

Credit Score & Report
  • Borrowell

  • Equifax

  • Transunion



Mental Health
Online Brokers
  • BMO Investorline

  • CIBC Investor’s Edge

  • Desjardins Online Brokerage

  • HSBC InvestDirect

  • Interactive Brokers

  • Laurentian Bank Discount Brokerage

  • National Bank Direct Brokerage

  • Qtrade Investor

  • Questrade

  • RBC Direct Investing

  • SCOTIA iTrade

  • TD Direct Investing

  • Virtual Brokers


  • BMO SmartFolio

  • Invisor

  • Justwealth

  • ModernAdvisor

  • NestWealth

  • Planswell

  • Questwealth Portfolios

  • RBC Investease

  • WealthBar

  • Wealthsimple


Tax Prep
  • CloudTax

  • H&R Block

  • SimpleTax

  • StudioTax

  • TurboTax

  • UFileFREE

The Money Master - Monthly Budget Worksh