I have curated a list of my favourite resources to share with you. Whether you are a novice or expert Money Master, there’s always something new to learn about the world of personal finance.

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Worksheets

   Financial Goal Setting                   Monthly Budget                   Vision Board Template

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This post contains affiliate links and I may earn a small commission when you click on the links at no additional cost to you. ​

 

Educational Websites

• Annuity.org: Women and Financial Literacy

• Financial Consumer Agency of Canada

• Government of Canada: Budget Planner Tool

• Government of Canada: Money and Finances

• Government of Canada: Retirement Planning Calculator

• Government of Canada: Financial literacy self-assessment quiz

• Get Smarter About Money

• Hardbacon | Mortgage Calculator

• Money Geek | Guide to Achieving Financial Independence for Women

• Money Geek | Women’s Guide to Making Financial Moves After College

• Ontario Securities Commission: Emergency Fund Calculator

• Ontario Securities Commission: Get Smarter About Crypto

• Ontario Securities Commission: Investor Readiness Quiz

• Ontario Securities Commission: Investor Knowledge Quiz

• Pigly: The Kids' Guide to Emergency Savings

• Upgraded Points: The Guide to Preparing for a Cashless World

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Credit Score & Report​

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• Borrowell 

• Equifax

• Transunion

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Course

• McGill University: Personal Finance Essentials course

 

Loans

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• LoanConnect​

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Mental Health

• CAMH: Coping with COVID-19

• Ezra: Remote Working & Mental Health: A Young Professional’s Guide

• Mattress Clarity | 21 Tools for Emotional Wellness and Sleep Health 

 

No-Fee Banks

• Alterna Bank

• EQ Bank

• Motive Financial

• Simplii

• Tangerine

Online Brokers

• BMO Investorline

• CIBC Investor’s Edge

• Desjardins Online Brokerage

• HSBC InvestDirect

• Interactive Brokers

• Laurentian Bank Discount Brokerage

• National Bank Direct Brokerage

• Qtrade Investor

• Questrade

• RBC Direct Investing

• SCOTIA iTrade

• TD Direct Investing

• Virtual Brokers

 

Robo-Advisors

• BMO SmartFolio

• Invisor

• Justwealth

• ModernAdvisor

• NestWealth

• Planswell

• Questwealth Portfolios

• RBC Investease

• WealthBar

• Wealthsimple

 

Tax Prep

• CloudTax

• H&R Block

• SimpleTax

• StudioTax

• TurboTax​​​​​​​​​​​​

• UFileFREE

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