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
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Comparethemarket.com: The financial impact of COVID-19 on young people: the top facts and statistics
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Government of Canada: Financial literacy self-assessment quiz
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Money Geek | Guide to Achieving Financial Independence for Women
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Money Geek | Women’s Guide to Making Financial Moves After College
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Upgraded Points: The Guide to Preparing for a Cashless World
Credit Score & Report
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Borrowell (Looking for a new home? Start with your free credit score)
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Equifax
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Transunion
Course
Loans
Mental Health
No-Fee Banks
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Motive Financial
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Simplii
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Tangerine
Online Brokers
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BMO Investorline
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CIBC Investor’s Edge
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Desjardins Online Brokerage
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HSBC InvestDirect
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Interactive Brokers
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Laurentian Bank Discount Brokerage
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National Bank Direct Brokerage
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Qtrade Investor
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Questrade
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RBC Direct Investing
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SCOTIA iTrade
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TD Direct Investing
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Virtual Brokers
Robo-Advisors
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BMO SmartFolio
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Invisor
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Justwealth
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ModernAdvisor
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NestWealth
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Planswell
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Questwealth Portfolios
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RBC Investease
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WealthBar
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Wealthsimple
Tax Prep
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CloudTax
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H&R Block
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SimpleTax
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StudioTax
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TurboTax
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UFileFREE
by Andrew Hallam