Further Resources
The following list of resources will help you learn more about the different topics covered in the book. We constantly look for fantastic new ones and update it regularly and we only promote resources we know and trust. In some cases, we have included links to purchase on Amazon. As an Amazon affiliate, we do earn a small commission for qualified purchases through these links at no additional cost to you.
Books
- Wealth of Wisdom: The Top 50 Questions Wealthy Families Ask by Tom McCullough and Keith Whitaker: Wealth of Wisdom offers essential guidance and tools to help high net worth families successfully manage significant wealth.
- Wealth of Wisdom: Top Practices for Wealthy Families and Their Advisors by Tom McCullough and Keith Whitaker: A comprehensive collection of practical activities that members of wealthy families can undertake to ensure their continued success and development.
- Beat the Bank: The Canadian Guide to Simply Successful Investing by Larry Bates: Larry Bates reveals the secrets, decodes the mystery and provides a simple, step-by-step guide to investing, proving conclusively that you don’t need to be an expert to invest successfully…you just need to know the basics.
- Launching Financial Grownups: Live Your Richest Life by Helping Your (Almost) Adult Kids Become Everyday Money Smart by Bobbi Rebell Kaufman: Learn how to give the young adults in your life the knowledge, confidence, and motivation to make adult money decisions, and create their own strong financial foundation and independence, so you can all live richer lives.
- Happy Go Money: Spend Smart, Save Right and Enjoy Life, by Melissa Leong: Leong combines happiness psychology and personal finance and distills it into an indispensable starter guide.
- The Wealthy Barber Returns, by David Chilton: The Wealthy Barber himself will make you think differently and more wisely about your saving, spending, borrowing and investment decisions.
- M is for Money, by Rob Phelan: A captivating children’s book that uses the alphabet to teach the basic money terms and their definitions.
- Grandpa’s Fortune Fables: Fun stories to teach kids about money by Will Rainey
- The Yak Pack: Comics & Phonics: Book 1: Learn to read decodable short vowel words by Rumack Resources: The Yak Pack Comics & Phonics books include highly effective, truly decodable and vocabulary-controlled comic stories that progressively launch young people into a lifetime of confident and independent reading.
- Say Less, Get More: Unconventional Negotiation Techniques to Get What You Want, by Fotini Iconomopoulos: Iconomopoulos shares her simple and innovative strategies, debunks common negotiation myths and explains why effective negotiation does not follow a one-size fits all/art of the deal approach. Once you are armed with Iconomopoulos’s sensible strategies and proven advice, you’ll be able to confidently get what you want in business and in life.
- The Grumpy Accountant, by Neal Winokur, CPA, CA: Taxes are no laughing matter, but this book is full of humour, not to mention 29 very practical tax tips. It’s easy to read and understand and I recommend it to all Canadians, especially those who dread doing their taxes. (Seinfeld fans will enjoy the Easter eggs throughout the book.)
- Seventeen to Millionaire, by Douglas Price: The ultimate personal finance book for seventeen-year-old Canadians who wanna be millionaires. Crafted in a conversational, “we’re-just-hangin’-out-having-coffee” kind of style, Seventeen To Millionaire highlights the pathway to financial success in a kick-ass, fast-paced, and easy-to-understand way.
- The Art of Allowance: A Short, Practical Guide to Raising Money-Smart, Money-Empowered Kids: Embrace the family money-smart journey, and help your child learn to use money as a tool to live a happier, more fulfilled life.
Other Valuable Resources
- The Wealthy Barber‘s YouTube channel: Personal finance made simple. 💈🇨🇦 Approachable, entertaining and free financial education to help Canadians manage their money better. Much better.
- The Chilton Method course: The author of The Wealthy Barber, David Chilton, teaches you his powerful approach to non-fiction book creation and marketing in this self-paced video course.
- Tangerine’s Forward Thinking Blog: Stories, articles and other information about personal finance topics from a wide variety of contributors.
- GetSmarterAboutMoney: Unbiased information and resources from the Ontario Securities Commission
- Willful: The smarter, easier way to create your will.
- Money Savvy Pig: Multi-slotted piggy bank that teaches kids about money.
- Hacking Sophia: Bite-sized wisdom for time-starved working moms.
- ECHOage: A better way to celebrate a kid’s birthday: e-invitations, group gifts, charitable giving.
- NPR’s Planet Money Summer School: Planet Money Summer School is a crash course in economics for your ears. See the world through the lens of an economist and you’ll start to feel a little less overwhelmed when making financial decisions.
- Talking Cents Cards: Spark conversations about money with your kids using these “deck of cards” conversation starters created by the University of Chicago’s Financial Education Initiative.
Not-For-Profit Websites
- Gifting Sense: Teach your kids to think before they buy.
- ABC Life Literacy Canada
- CPA Canada’s Financial Literacy Resources
- Target Alpha: A student run, nonprofit organization that works towards promoting financial literacy among youth in Ontario, BC and Alberta.
- Prosper Canada Learning Hub: A resource center for practitioners, policy-makers, funders, and advocates working to advance the field of financial empowerment.
Personal Finance and Investing Courses
- McGill Personal Finance Essentials: From budgeting to borrowing, real estate and beyond, invest a few hours in this free, online course and you’ll gain the knowledge and confidence to make a lifetime of smart financial decisions. Taught by professors from McGill University’s Desautels Faculty of Management, the course is open to everyone.
- University of Waterloo: A financial literacy resource site for high school students and their teachers.
- BMO Investment Learning Centre with Preet Banerjee: Personal finance educator, Preet Banerjee, teaches online investing courses with videos designed to help you start investing and make more sense of your existing portfolio.
- Jessica Moorhouse’s Wealth Building Blueprint for Canadians: Learn the foundations of investing in Canada, how to build your own investment plan, and how to manage your own passive investment portfolio.
- Strictly Money with Saijal Patel: Workshops designed in such a way that women learn the essentials of managing their money in a fun, interactive environment.
- Investing Academy by Getsmarteraboutmoney.ca: Three free courses to help learn the basics about investing, managing your money, and planning for the future.
Government Websites
Provincial Websites
- Manitoba Securities Commission
- The Ontario Securities Commission – RESPs explained