themoneysmarts

Money & finance 101 for new comers in Canada. No fluffs. Just smart money tips & tools.

Book a Beginner Investment Session with me

Perfect for beginners. This is for you if: - You have never opened a TFSA/RRSP account - You have a TFSA/RRSP, but never invested the money you contributed - You don't know how to invest the money in your TFSA/RRSP - You want to take advantage of tax-free money from your TFSA/RRSP - You feel overwhelmed by brokers - You want someone to teach you how to start investing 1- TFSA/RRSP quickstart audit ($17) This is for you if you have cash but don't know where or how to invest it. I’ll review your income/goals and give you a personalized 3-step priority plan: a) TFSA/RRSP/FHSA? Which to open first b) How much to fund (without over-contributing) c) One immediate action to build momentum 2- Account Setup Express ($27) This is for you if you didn't know, you should invest money in your TFSA/RRSP Hands-on accounts creation (30 Minutes) I'll share my screen and you'll follow to: a) Open your TFSA/RRSP (Questrade or Wealthsimple) b) I'll give you a recommendation on what to buy c) You'll walk away with accounts ready to invest 3. Investment Jumpstart Intensive ($97) This is for you if you're ready to take your finances to the next level a) I will audit your current situation b) I will help you open/transfer & fund your accounts b) You'll buy your first ETF (I'll give recommendations, you'll choose) c) You'll set auto-investing ($X/week on payday) d) You'll walk away with a 30-day investment roadmap + BONUS: FREE Optimization Kit ($57 value) DISCLAIMER: I’m not a licensed advisor. I provide educational coaching. You will be equipped to execute the trades. You keep control of all your accounts.

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Smart Money Tools

Use code 60021982S1 and Get 4.50% savings rate now

Open your Wealthsimple account & get $25 to invest

Open an account with Koho & get $20 on me

Guides

Canadian finance books I recommend

Why Didn't They Teach Me This in School?: 99 Personal Money Management Principles to Live By: Siegel, Cary: 9781481027564: Books - Amazon.ca

Financial First Aid: Essential Tools for Confident, Secure Money Management

Taxes for Canadians for Dummies

Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not!

Beat the Bank: The Canadian Guide to Simply Successful Investing

Reboot Your Portfolio: 9 Steps to Successful Investing with ETFs

The Value of Simple: A Practical Guide to Taking the Complexity Out of Investing

Wealthing Like Rabbits: An Original Introduction to Personal Finance by Robert R. Brown (September 01,2014)

About this account

themoneysmarts

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JoinedAugust 2025

themoneysmarts has been a member of Linktree for 10 months and joined in August 2025. The social media accounts linked to from themoneysmarts are: TikTok. Besides social media accounts, themoneysmarts has populated their site with Use code 60021982S1 and Get 4.50% savings rate now, Why Didn't They Teach Me This in School?: 99 Personal Money Management Principles to Live By: Siegel, Cary: 9781481027564: Books - Amazon.ca, Financial First Aid: Essential Tools for Confident, Secure Money Management, Reboot Your Portfolio: 9 Steps to Successful Investing with ETFs, Taxes for Canadians for Dummies, Beat the Bank: The Canadian Guide to Simply Successful Investing, The Value of Simple: A Practical Guide to Taking the Complexity Out of Investing, Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not!, Wealthing Like Rabbits: An Original Introduction to Personal Finance by Robert R. Brown (September 01,2014), Open your Wealthsimple account & get $25 to invest, Open an account with Koho & get $20 on me.