Resources

Worksheets

Below are some worksheets I have developed for your use in tracking many everyday financial matters. Feel free to download any and all of them. If you have any problems, please contact me.

Description Download Excel Document
All my banking info in one place Download
All my credit info in one place. Download
Calculate your monthly home ownership costs. Download
Calculate your monthly mortgage payment. Download
Family income and expense statement. Download
First time buyers closing costs. Download
Networth calculator. Download
Calculate the total cost of refinancing your home. Download

 

Personal finance blogs that I follow.

I follow many writers in the world of personal finance – some are listed below. These guys write in a style or about topics which I think are of interest to my personal audience. It is hard to be all things to all people, so most of we bloggers settle on one or two specific areas of personal finance in which we feel expert enough to add value to your knowledge base.

Blogger Blog Topic
Bank Nerd – an authority on Canadian banking information Banking Matters
Douglas Hoyes, a trustee in bankruptcy Bankruptcy Matters
Rumanek and Company – trustees in bankruptcy Bankruptcy Matters
Gail Vaz Oxlade, author and champion of Debt Free Forever Debt Matters
Finance Fox – life is better without debt Debt Matters
Kevin Yu, a debt settlement expert at Debt Eye in the USA Debt Matters
Nelson Smith writes with humour at the Financial Uproar Blog Finance Matters
David Ning, writes a popular personal finance blog in the USA Frugality Matters
Dan Bortoloti, finance journalist for the Canadian Couch Potato Investment Matters
Preet Banerjee – television personality and columnist for the Globe and Mail Investment Matters
The Frugal Trader, on saving and investing at the Million Dollar Journey Investment Matters
Adam Mayers – editor for the Toronto Star’s Moneyville website Money Matters
Give Me Back My Five Bucks – quest for financial independence by Krystal Yee Money Matters
Young and Thrifty – a blog written with Generation Y in mind Money Matters
Melanie and Rob Mclister at Canadian Mortgage Trends Mortgage Matters
Ellen Roseman on personal finance and consumer issues Personal Finance Matters
Financial freedom at any age by Boomer and Echo Personal Finance Matters
Rob Carrick, personal finance guru for the Globe and Mail Personal Finance Matters
Tom Drake heads an all star cast at the Canadian Finance Blog Personal Finance Matters
Jim Yih, financial planner, wants us all to Retire Happy Retirement Matters
Mike Holman is the go to guy for RESP information Student Matters
My University Money – great resource for students and young adults Student Matters
A good resource blog on Canadian Tax matters Tax Matters
Canadian Tax and Financial Planning blog Tax Matters
Tim Cestnick – Globe and Mail tax expert Tax Matters

If you would like to ask me a question about your financial matter, please send me an email or call 416-989-1000. I will try to publish the most interesting questions at least once a week.

Mortgage Intelligence

I am a registered credit counselor with the Ontario Superintendent of Bankruptcy (OSB), and a licensed mortgage broker agent with the Financial Services Commission of Ontario. (FSCO) My mortgage broker agent license is sponsored by Mortgage Intelligence, and their license number is 10428.  My personal license number is M00800631.