tips, tools & resources


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®), 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 (use code MOMONEYPROMO to get 1.5% cashback for 3 months)


  • BMO Smartfolio
  • Justwealth (Get $50 when you sign up)
  • ModernAdvisor
  • Nest Wealth (Pay no management fee for the first 3 months)
  • Questwealth Portfolios
  • RBC Investease
  • WealthBar
  • Wealthsimple (Get $10,000 managed for free for the first 12 months)

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…

Start typing and press Enter to search