Resources · Investing & retirement
Brokerages, robo-advisors, evidence-based blogs, and CPP/OAS planning.
All-in-one Canadian fintech: cash account, self-directed investing, robo, tax software, and FHSA.
Use when: You want one app for chequing, investing, and tax, especially as a newcomer or student opening your first Canadian accounts.
Zero-commission stock and ETF trading with TFSA, RRSP, and FHSA accounts in one app.
Use when: You want the simplest free interface to start DIY investing in a Canadian registered account.
Self-directed Canadian broker with free ETF purchases and a Questwealth robo option.
Use when: You're a DIY investor who wants low commissions, full account types (RRSP/TFSA/FHSA/RESP), and a power-user platform.
Canadian-bank-backed self-directed broker with strong support and 100+ free ETFs.
Use when: You want a non-Big-5 broker with a Canadian financial-institution backbone and good customer service.
Justin Bender's evidence-based ETF and asset-allocation blog with downloadable model portfolios.
Use when: Setting up a couch-potato or one-ticket ETF portfolio and want vetted Canadian model allocations.
Evidence-based investing podcast from PWL Capital (Ben Felix, Cameron Passmore, Mark McGrath).
Use when: You want academic-rigour Canadian investing perspective on factor investing, asset allocation, and retirement.
Federal hub for Canada Pension Plan and Old Age Security estimates, applications, and rule details.
Use when: Estimating your CPP/OAS at different start ages, or planning around the 40-year OAS residency rule as a late-arriving immigrant.
Dan Bortolotti's long-running indexing blog with model 3-fund and one-ticket ETF portfolios.
Use when: Building a simple Canadian index portfolio and want a vetted starting point.
Big-5 banks, challenger banks, newcomer programs, credit bureaus, and credit-building tools.
CRA, NETFILE-certified tax software, Service Canada, and newcomer government hubs.
CMHC, default insurers, broker platforms, and federal home buyer programs.
Canada Child Benefit, RESP and CESG, provincial student aid, and parental EI.
Provincial health plans plus life, home, auto, and disability insurance comparison.