Recommendations
tips, tools & resources
books
I’ve read almost a library’s worth of books and have interviewed hundreds of authors on the More Money Podcast. Needless to say, if you’re looking for some book recommendations, I’ve got you covered!
American Authors 🇺🇸 |
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The 21-Day Financial Fast by Michelle Singletary |
The Behavior Gap by Carl Richards |
Best Self: Be You Only Better by Mike Bayer |
Broke Millennial by Erin Lowry |
Broke Millennial Takes on Investing by Erin Lowry |
Broke Millennial Talks Money by Erin Lowry |
Clever Girl Finance by Bola Sokunbi |
Dear Debt by Melanie Lockert |
D.E.B.T. Free or Die Trying by Marcus Garrett |
The Go-Giver by Bob Burg and John David Man |
Get Money by Kristin Wong |
Invested by Danielle Town |
I Will Teach You to Be Rich by Ramit Sethi |
The Latte Factor by David Bach and John David Mann |
The Leverage Equation by Todd Tresidder |
The Little Book of Common Sense Investing by John C. Bogle |
Meet the Frugalwoods by Elizabeth Willard Thames |
The Millionaire Next Door by Thomas J. Stanley |
The Money Tree by Chris Guillebeau |
The Money Manual by Tonya Rapley |
The One Week Budget by Tiffany Aliche |
Profit First by Mike Michalowicz |
Side Hustle by Chris Guillebeau |
Startup Money Made Easy by Maria Aspan |
Unshakeable by Tony Robbins |
Your Money or Your Life by Vicki Robin, Joe Dominguez & Monique Tilford |
Zero Debt by Lynnette Khalfani-Cox |
Canadian Authors 🇨🇦 |
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Adventures in Opting Out by Cait Flanders |
Beat the Bank by Larry Bates |
The Credit Game by Richard Moxley |
Cashflow Cookbook by Gordon Stein |
Happy Go Money by Melissa Leong |
Holistic Wealth by Keisha Blair |
How Not to Move Back in with Your Parents by Rob Carrick |
Living Debt-Free by Shannon Lee Simmons |
Millionaire Expat by Andrew Hallam |
Millionaire Teacher by Andrew Hallam |
The Money Master by Sandy Yong |
Moolala Guide to Rockin’ Your RRSP by Bruce Sellery |
Retirement Income for Life by Frederick Vettese |
Rich By Thirty by Lesley Scorgie |
Straight Talk on Your Money by Doug Hoyes |
Stop Over-thinking Your Money by Preet Banerjee |
The Value of Simple by John Robertson |
Victory Lap Retirement by Mike Drak, Rob Morrison & Jonathan Chevreau |
Wealthing Like Rabbits by Robert Brown |
The Wealthy Barber Returns by David Chilton |
The Wealthy Renter by Alex Avery |
Worry-Free Money by Shannon Lee Simmons |
The Year of Less by Cait Flanders |
fee-only financial services
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 and investment coaches 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), or Chartered Financial Analyst (CFA®). 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
Business Accountants
financial products & services
Looking for a robo-advisor, discount brokerage or no-fee bank in Canada? Here are a few lists to check out!
Accounting Software
Comparison Sites
- AutoInvest (Robo-Advisors)
- Credit Card Genius (Credit Cards)
- GreedyRates (Credit Cards)
- Hardbacon (Robo-Advisors)
- RateHub (Credit Cards, Insurance, Mortgages)
- RateSupermarket (Credit Cards, Insurance, Mortgages)
- LowestRates (Credit Cards, Insurance, Mortgages)
Discount Brokerages
- BMO InvestorLine
- CIBC Investor’s Edge
- National Bank Direct
- RBC Direct Investing
- Scotia iTrade
- TD Direct Investing
- Virtual Brokers
- QTrade Investor
- Questrade
No-Fee Spending Account
- Koho (Get 1% cashback for 3 months)
Robo-Advisors
- BMO Smartfolio
- CI Direct Investing (Get $10,000 managed free for 1 year)
- Justwealth (Get $50 when you sign up)
- ModernAdvisor
- Nest Wealth (Pay no management fee for the first 3 months)
- Questwealth Portfolios (Get $10,000 managed for free for 1 year)
- RBC Investease
- Wealthsimple (Get $10,000 managed for free for 1 year)
Tax Software
Insurance & Estate Planning
- Willful
- PolicyMe