Favourite Things
Enjoy some of my go-to money tools, resources and favourite things to help you on your personal finance journey. Some of the links below are affiliate links, which means I might earn a small commission if you love something as much as I do…
but I only recommend what I actually like or use myself!
Let's get to it...
Books You Should Read
Everything but Money
Millionaire Teacher
Worry-Free Money
Beat the Bank
Rule of 30
Reboot Your Portfolio
Wealthing Like Rabbits
Stop Over-Thinking Your Money
Top Book Picks
Broke Millennial
Invested
Get Good with Money
Clever Girl Finance
My Money My Way
The Little Book of Common Sense Investing
Profit First
The Latte Factor
Top Book Picks
Trillions
Why Women Are Poorer Than Men
Living Debt-Free
Financial Adulting
Balance
The Wisest Investment
The Year of Less
The Value of Simple
Women in Finance You Should Follow
Melissa Leong
Erin Lowry
Kumiko Love
Alyssa Davies
@lisleong
@brokemillennialblog
@thebudgetmom
@mixedupmoney
Women in Finance You Should Follow
Amanda Holden
Reni Odetoyinbo
Stefanie O’Connell Rodriguez
Parween Mander
@dumpster.doggy
@xoreni
@stefanieoconnell
@parween.mander
Women in Finance You Should Follow
Mykail James
Sarah Wilson
Kara Perez
Tiffany Aliche
@boujiebudgeter
@gobudgetgirl
@webravelygo
@thebudgetnista
Tax Software
turbotax →
No-Fee Banks
Tangerine →
Robo-Advisors
Looking for a robo-advisor, discount brokerage or no-fee bank in Canada? Here are a few lists to check out!
Financial Products & Platforms
UFile →
Wealthsimple Tax →
Use code 35764439S1 to get $50 when signing up
EQ Bank →
Justwealth →
ModernAdvisor →
Questwealth Portfolios →
Wealthsimple invest →
Financial Services
Advice-Only Financial Planners
Since I’m not currently taking on any new one-on-one financial planning clients, I’ve compiled a list of other advice-only financial planners and financial professionals in Canada who may be a great fit for you and your needs.
Remember, when looking to hire a financial professional, make sure they have a relevant and well-known designation like Certified Financial Counsellor (CFC™), Personal Financial Planner (PFP®), Qualified Associate Financial Planner (QAFP®), Certified Financial Planner (CFP®), Chartered Professional Accountant (CPA), Chartered Financial Analyst (CFA®), or Chartered Investment Manager (CIM®). Please don’t hire a financial professional without first clearly understanding their education, credentials, and experience.
Please also note, I DO NOT have any referral relationships and cannot specifically recommend or endorse any professional listed below. Please do your own due diligence before choosing a specific professional to work with.
Boomer & Echo Financial Planning
Evan Neufeld
Good Investing
Jackie Porter
The New School of Finance
Objective Financial Partners
PlanEasy
Parween Mander
Spring Financial Planning
For a more comprehensive list, check out this FPAC members list (and filter for "fee-only").
Other Financial Services
Calligan & Patel (Accounting)
CPN Financial (Insurance Broker)
EFV Legal (Business Lawyer)
Jami Monte (Accounting)
Grow CPA (Accounting)
PWL Capital (Wealth Management)
Weste Management Services (Bookkeeping)
Woodgate Financial (Wealth Management)
The Wellth Company (CFO Services)
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