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.

Worksheets

   Financial Goal Setting                   Monthly Budget

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

Books

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

 

 

 

 

 

 

 

 

 

 

 

 

Podcasts

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

Educational Websites

Credit Score & Report

  • Borrowell (Looking for a new home? Start with your free credit score)

  • Equifax

  • Transunion

Course

 

Loans

 
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

The Money Master - Monthly Budget Worksh

Millionaire Teacher 

by Andrew Hallam