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 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.
Podcasts
Here are the business and entrepreneurship podcasts that I enjoy listening to.
Educational Websites
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Bankrate: Starting over: How to rebuild your finances after experiencing financial abuse
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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
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Ezra: Remote Working & Mental Health: A Young Professional’s Guide
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Mattress Clarity | 21 Tools for Emotional Wellness and Sleep Health
No-Fee Banks
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EQ Bank
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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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UFileFREE