tools & resources


I’ve read almost a library’s worth of financial books and I love to share my favourites with anyone who asks. Here is a list of some of my personal book recommendations:

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 Planners

Investment Coaches

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