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 |
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, 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 (QAFPâ„¢), 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.
Fee-Only Financial Planners
- Jackie Porter, CFP
- Boomer & Echo Financial Planning
- The Friendly Financial Coach
- The New School of Finance
- Objective Financial Partners
- From Rags to Reasonable
- The Wellth Company
Passive Investing Wealth Management Firm
Investment Coaches
Business Accountants
Insurance Agent
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)
- PC Money Account
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
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…
