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:
- Beat the Bank by Larry Bates
- 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
- Cashflow Cookbook by Gordon Stein
- Dear Debt by Melanie Lockert
- Get Money by Kristin Wong
- Happy Go Money by Melissa Leong
- How Not to Move Back in with Your Parents by Rob Carrick
- How to Be a Capitalist Without Any Capital by Nathan Latka
- 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
- Living Debt-Free by Shannon Lee Simmons
- Meet the Frugalwoods by Elizabeth Willard Thames
- The Millionaire Next Door by Thomas J. Stanley
- Millionaire Expat: How to Build Wealth Living Oversea by Andrew Hallam
- Millionaire Teacher: The Nine Rules of Wealth You Should Have Learned in School by Andrew Hallam
- More Money for Beer and Textbooks by Kyle Prevost and Justin Bouchard
- Profit First by Mike Michalowicz
- Your Retirement Income Blueprint by Daryl Diamond
- Rich By Thirty: Your Guide to Financial Success by Lesley Scorgie
- Side Hustle: From Idea to Income in 27 Days by Chris Guillebeau
- Startup Money Made Easy by Maria Aspan
- Stop Over-thinking Your Money by Preet Banerjee
- Unshakeable: Your Financial Freedom Playbook by Tony Robbins
- 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
- Welcome to the Writer’s Life by Paulette Perhach
- Work Optional by Tanja Hester
- Worry-Free Money by Shannon Lee Simmons
- The Year of Less by Cait Flanders
- Your Money or Your Life by Vicki Robin, Joe Dominguez & Monique Tilford
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
- 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 (use code MOMONEYPROMO to get 1.5% cashback for 3 months)
Robo-Advisors
- 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 (Pay no management fee for the first 12 months)
- WealthBar
- Wealthsimple (Get $10,000 managed for free for the first 12 months)
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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