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
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 →
Get $40 on when you fund the account with $100 within 30 days
CI Direct Investing →
Justwealth →
ModernAdvisor →
Questwealth Portfolios →
Wealthsimple invest →
Other Finance & Business Essentials
Broke Millennial's Financial Worksheets →
Bravely Go's Workbooks & Courses →
Invested Development's Courses →
Resources by Other Finance Creators
Tools for Saving Money
Rakuten →
Tools for Business
convertkit →
loom →
OWNR →
You Need a Budget →
thinkific →
libsyn →
wisestamp →
asana →
AEROPLAN →
AIRMILES →
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
Woodgate Financial (Wealth Management)
CPN Financial (Insurance Broker)
Elena Favaro Viana (Business Lawyer)
Business Services
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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