Resources
A short, growing list of things worth your time. None of these are mine, but they line up with how I think about money, and they explain the ideas behind advice-only planning and low-cost investing better than any sales pitch could.
Read
Watch
Video
What is an advice-only planner?
An advice-only planner and head of the Financial Planning Association of Canada explains the model and why it sits free of the usual conflicts.
Video
Why people are switching to index funds
A clear look at why so many investors, large and small, have moved from high-fee active funds to low-cost index funds.
Listen
Referral Codes
Absolutely no pressure. These are sites I already use, and I'd never put something here that I wouldn't use myself. If you want to help support Smallbird, you can use these links.
Wealthsimple
I use Wealthsimple for all of my personal banking and investing. It's incredibly easy to use, and the interest rates are some of the best on the market. Everything you need is free, with no commissions and no monthly fees. Sign up with this link and fund an account, and we both get a cash bonus.
app.chexy.co ReferralChexy
Chexy lets you pay rent with a credit card, plus other big expenses like tuition, property tax, and CRA taxes. These normally earn you nothing, but through Chexy you can run them through a rewards card and collect points or cash back. It can also report your rent to help build your credit. I use it for my own bills. Sign up with this link and you get $20 in cash.