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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 🇺🇸

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 🇨🇦

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.

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

  • Alterna Bank
  • EQ Bank (Get $20 with my referral link)
  • Motive Financial
  • Motusbank
  • Simplii
  • Tangerine (Use code 35764439S1 to get $50 when signing up)

No-Fee Spending Account

  • Koho (Get 1% cashback for 3 months)

Robo-Advisors

Tax Software

Insurance & Estate Planning

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.

online courses to check out…

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