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!
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Looking for a robo-advisor, discount brokerage or no-fee bank in Canada? Here are a few lists to check out!
Wealthsimple Tax →
Use code 35764439S1 to get $50 when signing up
EQ Bank →
Get $40 on when you fund the account with $100 within 30 days
CI Direct Investing →
Questwealth Portfolios →
Wealthsimple invest →
Broke Millennial's Financial Worksheets →
Bravely Go's Workbooks & Courses →
Invested Development's Courses →
You Need a Budget →
Since I’m currently not taking on any new one-on-one financial counselling clients, I’ve compiled a list of other fee-only financial planners, investment coaches, accountants, and insurance brokers 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 Accredited Financial Counsellor Canada (AFCC®), 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®). Don’t hire a financial professional without clearly understanding their education, credentials, and experience first.
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.
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