Books and Branch

These are not just any books and tools. They are my absolute favourites. They made an impact on my own personal finance journey. I hope that they can do the same for you!

P.S. Some of these are affiliate program links, which means that I may get a commission by recommending them to you. There may be special deals that you get from these links too - keep an eye out for these! 


"Find Your Why" is the sequel to Simon Sinek's massively successful book "Start with Why". I used this book t establish my own personal why, and mission and vision statement. A powerful tool to help you visualize your future. 

Stocks on a Screen



Questrade provides one of the best platforms in Canada for D.I.Y investors. I use it for my own RRSP investment and love the simplicity of the platform.  CANADA ONLY! is a great website that actually pays you Cash Back every time you shop online and it's free to join! works with over 750 stores that ship to Canada including,,,, Sephora, Staples, Hudson’s Bay, and 


Goodbudget is an excellent budgeting tool that uses the envelope method. It has been the staple of my personal finance. The free version is already good enough for everyday use!

Wealthica syncs all your investments in one place. It is a brilliant tool to track your personal net worth. Another personal favourite. 


Passiv automates your investment portfolio allocation. By one click, you are able to rebalance your portfolio! A powerful tool when used in conjunction with QuestradeCANADA ONLY!

Borrowell helps Canadians make great decisions about credit. With its free credit score and report monitoring, automated credit coaching tools and AI-driven financial product recommendations, Borrowell empowers consumers to improve their financial well-being and be the hero of their credit. CANADA ONLY!

Breezeful is an online mortgage broker that gets you the best mortgage online, fast and makes the mortgage shopping easy. It searches over 30+ banks to provide the most competitive rates, closing the best one unique to you. 


PolicyMe is a digital life insurance company. It allows Canadians to buy term life insurance in minutes, 100% online, at the most affordable price. PolicyMe has simplified all the unnecessary bells and whistles in the traditional life insurance process, resulting in a fully-underwritten term life policy that’s fast, easy and affordable. It is currently available in all Canadian provinces except for Saskatchewan, Quebec, and Newfoundland & Labrador.