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Resources

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.

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Worksheets

   Financial Goal Setting                   Monthly Budget                   Vision Board Template

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This post contains affiliate links and I may earn a small commission when you click on the links at no additional cost to you. â€‹

 

Educational Websites

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Credit Score & Report​

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  • Borrowell 

  • Equifax

  • Transunion

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Course

 

Loans

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Mental Health

 

No-Fee Banks

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

 

Robo-Advisors
  • BMO SmartFolio

  • Invisor

  • Justwealth

  • ModernAdvisor

  • NestWealth

  • Planswell

  • Questwealth Portfolios

  • RBC Investease

  • WealthBar

  • Wealthsimple

 

Tax Prep
  • CloudTax

  • H&R Block

  • SimpleTax

  • StudioTax

  • TurboTax​​​​​​​​​​​​

  • UFileFREE

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Financial Goal Setting Worksheet Sandy Y
The Money Master - Monthly Budget Worksh
Vision Board Template - The Money Master.png
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