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

Happy Go 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


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


Why Women Are Poorer Than Men

Living Debt-Free

Financial Adulting


The Wisest Investment

The Year of Less

The Value of Simple

Tax Software

turbotax →

No-Fee Banks

Tangerine →


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 →

Get $40 on when you fund the account with $100 within 30 days 

CI Direct Investing →

Justwealth →

ModernAdvisor →

Questwealth Portfolios →

Wealthsimple invest →

Financial Services

Advice-Only Financial Planners & Counsellors

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.

Investment Coaches

Other Professionals

PWL Capital (Wealth Management)
Woodgate Financial (Wealth Management)
CPN Financial (Insurance Broker)
Elena Favaro Viana (Business Lawyer) 

Business Services

Avalon Accounting (Accounting)
Calligan & Patel (Accounting)
Jami Monte (Accounting)
Grow CPA (Accounting)
Weste Management Services (Bookkeeping)
The Wellth Company (CFO Services)

To find other accountants, search the directory of your province's CPA website.

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