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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                   Vision Board Template








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



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




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


  • BMO SmartFolio

  • Invisor

  • Justwealth

  • ModernAdvisor

  • NestWealth

  • Planswell

  • Questwealth Portfolios

  • RBC Investease

  • WealthBar

  • Wealthsimple


Tax Prep
  • CloudTax

  • H&R Block

  • SimpleTax

  • StudioTax

  • TurboTax


  • UFileFREE

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