Tools and Resources
Everything you need to kick-start your financial wellness journey.
With so many different financial products on the market, it’s hard to know what’s what. I put together easy-to-understand resources and my favourite financial partners to help you get started.
PRINTABLE GUIDES
Financial Literacy Guides & Workbooks
Embrace the Present, Secure the Future:
An Investing Journal
The ultimate investment research tool. Set goals, identify your risk profile, and keep track of investments you want to make—all in one place. Use this journal to analyze your data so you can make smart investing decisions in the future.
Transcending Horizons:
Embrace, Secure, & Unveil: An End-of-life Workbook
End-of-life planning isn’t something most of us want to deal with. I created this guide to help families and individuals navigate end-of-life planning in advance and make hard times a little easier.
Money Magic Journal:
An Investing Journal for Kids
The Money Magic Journal teaches kids about goal setting, how to evaluate stocks, and the power of the stock market. The perfect gift to help the kids in your life get ahead!
The Value of a Dollar:
The ABCs of Finance for Kids Workbook
The Value of a Dollar is a fun and educational workbook that covers the ABCs of finance—literally! From Assets to Zero-Based Budgeting, they’ll learn essential financial concepts while having a blast along the way.
FREE GUIDES
Savings Challenges
Baddie on a Budget:
The 52-Week Savings Challenge
You’ll be surprised at what you can save in a year by just putting a little bit aside every week. Whether you’re building out that emergency fund or saving up for a designer bag, my 52-week challenge is here to help you save, even when money is tight.
Saving on a Budget:
The 52-Week Savings Challenge
Looking for a way to build up your savings without breaking the bank? My free Saving on a Budget is a customized version of the 52-week money challenge. Just putting a little bit aside every week will help you build your savings and set you up for future financial success.
RESOURCES
My Favourite Ways to Bank & More
Neo Financial
Neo offers financial products that work seamlessly together. Open a high-interest savings account today.
EQ Bank
Known for its high-interest savings accounts. Sign up to receive a $20 referral bonus when you make a qualifying deposit.
Epilogue Wills
Get $20 off when you create your will with Epilogue Wills! Just use the code KATRICE20.
Borrowell
Your credit score can have a big impact on your financial future. Get your free credit score and report in under 3 minutes!
RESOURCES
My Favourite Ways to Invest
Questrade
Questrade is one of the only brokerages in Canada that lets Canadians hold funds in USD. Start investing today!
Wealthsimple
Kickstart your DIY or managed investing account and receive between $5 and $3,000 in cash to invest.
RESOURCES
Cash Back & More
Rakuten
Earn cash back on your favourite items simply by shopping through Rakuten.ca! You’ll also get a $30 cash bonus when you sign up.
Ownr
Make small business less hard with Ownr. Register, incorporate, create legal agreements, manage employees, and more—all in one place. Use code RC-V6R5VD5MR5 for a $50 credit.