Recommendations

tips, tools & resources

books

I’ve read almost a library’s worth of books on money, life and balance, and I want to share my favourites with you! Here’s a list of some of my personal book recommendations and books that have been featured on my podcast:

fee-only financial services

Even though I offer one-on-one financial counselling, I know that my services may not be the best fit for everyone’s needs. For that reason, here are some ideas for other fee-only financial planners or investment coaches.

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®), FPSC Level 1® Certificant, Certified Financial Planner® (CFP®), Chartered Professional Accountant (CPA), or Chartered Financial Analyst® (CFA®). Don’t hire a financial professional without clearly knowing their education, experience and background 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.

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

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 Banks

No-Fee Spending Account

  • Koho (use code MOMONEYPROMO to get 1.5% cashback for 3 months)

Robo-Advisors

Tax Software

Will & Estate Planning

  • Willful (use code MOMONEY15 to get 15% off)
Disclosure: Nothing on my website or affiliated channels should be considered advice or an endorsement, and some content may include affiliate links in which I may earn a commission at no extra cost to you. Please read my disclaimer to learn more.

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