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

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

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