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

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Books

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

Podcasts

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

• Burn Your Mortgage Podcast by Sean Cooper

• Canadian Couch Potato by Dan Bortolotti

• Dan Lok Show by Dan Lok

• Dear Rubi by Rubina Ahmed-Haq

• Mo’Money Podcast by Jessica Moorhouse

• RISE Together with Dave Hollis

• The Maple Money Show by Michael Dinich

• The Personal Finance Show by Beau Humphreys

• The Tony Robbins Podcast

• Self Made Man by Mike Dillard

• The Jordan Harbinger Show

• The Young Scrappy Money Podcast

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Educational Websites

• Annuity.org: Women and Financial Literacy

• Financial Consumer Agency of Canada

• Government of Canada: Money and Finances

• Government of Canada: Retirement Planning Calculator

• Government of Canada: Financial literacy self-assessment quiz

• Get Smarter About Money

• Ontario Securities Commission: Emergency Fund Calculator

• Ontario Securities Commission: Get Smarter About Crypto

• Ontario Securities Commission: Investor Readiness Quiz

• Ontario Securities Commission: Investor Knowledge Quiz

• Pigly: The Kids' Guide to Emergency Savings

Credit Score & Report

• Borrowell

• Equifax

• Transunion

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Course

• McGill University: Personal Finance Essentials course

Mental Health

• J. Flowers Health Institute: 8 Dimensions of Wellness Guide 

• CAMH: Coping with COVID-19
   

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