Free resources

Free resources for your finances

Simple tools to organize your documents and your money, and to get ready for tax season.

Free · Spreadsheet · Google Sheets

2026 Tax Checklist (in Spanish)

All the documents, deductions and credits to review before filing your tax return in Canada. Make your own copy and work through it at your own pace; your progress is calculated automatically. The checklist is in Spanish.

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2026 Tax Checklist (in Spanish)

Apps I recommend

Tools to manage your money and your business in Canada.

Wealthsimple

Investing and saving

A Canadian app to invest and save from your phone: TFSA, RRSP and FHSA accounts, stocks, ETFs and a cash account, all in one place.

Open my account

Disclosure: Some of these are affiliate or referral links. If you sign up through them, I may earn a commission or bonus, at no additional cost to you.

Books I recommend

Reads that help you manage your business money with more clarity.

Profit First

Profit First

Mike Michalowicz

A simple method to make sure your business is always profitable: take your profit first and run the business on what's left.

See on Amazon
La semana laboral de 4 horas

La semana laboral de 4 horas

Timothy Ferriss

How to work smarter, automate your business and free up time for what really matters (Spanish edition).

See on Amazon
The Millionaire Fastlane

The Millionaire Fastlane

MJ DeMarco

Why building a business that grows without trading your hours is the fastest path to financial freedom.

See on Amazon
Hábitos atómicos

Hábitos atómicos

James Clear

Small daily changes that add up to transform your finances, your business and your life (Spanish edition).

See on Amazon
Think and Grow Rich

Think and Grow Rich

Napoleon Hill

The classic on the mindset, goals and persistence behind building wealth.

See on Amazon

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