KATRICE JUSTICE’S

Money Toolkit

Every banking app, investing platform, and credit tool I personally use—with the exact bonuses and steps to claim them.

I built this because I get asked "what do you actually use?" all the time. This is it — no fluff, just what's in my own toolkit.

Note: Some links below are affiliate/referral links. I may earn a small commission or bonus if you sign up, at no extra cost to you. I only recommend what I actually use and believe in. This isn't a comprehensive list of everything out there—just my top picks.

Last updated: July 2026.


MONEY TOOLKIT

🏦 My Favourite Ways to Bank


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.


MONEY TOOLKIT

Investing in Canada


Blossom Social

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 $25 when you deposit $100 or more.


money toolkit

Estate Planning


Epilogue Wills

Get $20 off when you create your will with Epilogue Wills! Just use the code KATRICE20.


money toolkit

Credit Building


Borrowell

Your credit score can have a big impact on your financial future. Get your free credit score and report in under 3 minutes!

Credit Karma

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MONEY TOOLKIT

Cash Back & Rewards


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.

Chexy

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Air Miles

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PC Optimum

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MONEY TOOLKIT

Business Tools


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.

Quickbooks

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MONEY TOOLKIT

Credit Cards That I Use


Note: I have a number of credit cards. I am not saying that you need this many or anything like that; however, this guide is all about transparency for what I use, so this is what I have.

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.


MONEY TOOLKIT

Workbooks That I Use


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 TOOLKIT

Teach Kids Money


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. 

This page reflects tools I personally use — not financial advice, just what works for me. Always do your own research before opening any account. Some links are affiliate/referral links, and any support genuinely means a lot. 💛