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Learn about all the tools that Aaron uses to help him invest his savings. If you are a self-directed investor but not a full-time investor, this is the right content for you. Discover the key tools and accounts to help you passively invest. This content is for informational purposes only and is not to be considered financial, legal, or tax advice. Aaron has affiliate links that provide discounts for those who sign up. He will never receive funds from sponsors to promote financial products. This helps him stay neutral and only showcase products and services that he currently uses. Aaron also founded Good Fruit Investors and you can find out more info about them below.
What Is Offered
Engaging Shows
Supportive Community
Educational Courses
Investment Accounts & Planning Tools
Aaron’s Use Case:
Main margin accounts
Global stock and ETF trading
Low-cost currency conversion
Options, futures, and advanced order types
Highlights:
Low-cost global stock and ETF trading
Strong margin accounts and competitive margin rates
Low-cost currency conversion and multi-currency investing
Options, futures, bonds, currencies and advanced order types
Advanced platforms for experienced investors and active traders
Receive up to USD $1,000 in IBKR stock when you sign up with my referral link.
Canadian accounts may not be eligible for the stock bonus.
Use referral link:
Aaron’s Use Case:
Main TFSA, RRSP and other registered accounts
USD investing and Norbert’s Gambit
Stock, ETF and options trading
Secondary margin accounts
Highlights:
$0 stock and ETF trading
Broad account lineup: TFSA, RRSP, FHSA, RESP, LIRA, margin, corporate and more
Stronger choice for USD investing, free USD accounts and Norbert’s Gambit
Simple enough for beginners, with advanced tools as your investing needs grow
Receive $50 when you sign up with my referral link and deposit at least $250 within 30 days.
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Aaron’s Use Case:
Regular investment account
Emergency fund and short-term savings
Simple Canadian stock/ETF trades
Basic portfolio allocations
Highlights:
$0 stock and ETF trading
Broad account lineup: TFSA, RRSP, FHSA, RESP, LIRA, margin, corporate and more
Cash, chequing and savings features built alongside investing
Clean, beginner-friendly platform for investors who want to keep things simple
Receive $25 when you sign up with my referral link or code and deposit at least $100 within 30 days.
Use code CX57XQ or link below:
Aaron’s Use Case:
Testing long-term retirement scenarios
Comparing CPP, OAS and withdrawal timing
Planning around taxes, RRSPs, TFSAs and corporation income
Seeing how today’s decisions affect future retirement income
Highlights:
Canadian-focused financial planning software
Built for retirement, tax and drawdown projections
Helps compare different “what if” scenarios
Useful for investors who want a clearer long-term plan
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Aaron’s Use Case:
Tracking monthly spending and cash flow
Monitoring net worth across accounts
Keeping investments, banking and debts organized in one place
Reviewing where money is going month to month
Highlights:
Personal finance dashboard for everyday money management
Tracks spending, income, bills, savings and investments
Helps organize net worth across multiple accounts
Useful for staying on top of short-term finances
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Essential Financial & Security Tools
Aaron’s Use Case:
Chequing accounts
Savings accounts
Credit card
Personal line of credit
Highlights:
No-fee chequing account
Unlimited debit purchases, bill payments and withdrawals
Free access to CIBC ATMs across Canada
Simple online banking without branch dependency
Receive $50 to $500 with my referral link.
Deposit $100 to qualify for $50; additional details are in the link.
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Aaron’s Use Case:
Premium coverage plan
Registered will
Establish power of attorney
Record funeral and burial wishes
Highlights:
Create a legal will online in Canada
Includes power of attorney documents
Free unlimited updates
Convenient estate planning from home
Receive 20% off with my referral link when you purchase a Willful plan.
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Aaron’s Use Case:
Malwarebytes Plus plan
Protection for Mac, iPad, and iPhone
Highlights:
Free malware scanning and removal
Real-time malware and ransomware protection on paid plans
Web, phishing and scam protection
VPN and privacy features available on select plans
Receive 55% off your first order when you purchase through my referral link.
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Market Research & Portfolio Tools
Aaron’s Use Case:
Apple News+ subscription
Following investing and business news
Follow specific publications
Tracking news on stocks and ETFs I follow through Apple News+ integration with their Stocks app
Highlights:
Access to magazines, newspapers and digital publishers
Includes Canadian and financial publications
Curated news in one simple app
Helpful for staying informed without using multiple news sites
Download the app:
Aaron’s Use Case:
Free and Essential plan
Checking charts and price trends
Creating investment watchlists
Using alerts for stocks, ETFs and crypto
Highlights:
Advanced charting for stocks, ETFs, crypto, forex and more
Watchlists, screeners, calendars and market alerts
Useful for technical analysis and market monitoring
Works well as a visual research tool before placing trades
Receive $15 off your subscription with my referral link.
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Aaron’s Use Case:
Free and Basic plan
Backtesting portfolio ideas
Comparing asset allocations
Running Monte Carlo simulations and retirement withdrawal scenarios
Highlights:
Portfolio backtesting and asset allocation analysis
Monte Carlo simulations for long-term portfolio testing
Helps compare risk, return and withdrawal scenarios
Useful for testing investing ideas before using real money
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Aaron’s Use Case:
Premium plan
Testing options strategies
Monitoring options positions
Reviewing trades and strategy results
Highlights:
Options backtesting for common and custom strategies
Tests strategies across stocks, indexes and ETFs
Position monitoring with alerts
Helps review option trades and improve strategy decisions
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Aaron’s Use Case:
Free version
Checking crypto prices and market cap
Following Bitcoin, Ethereum and altcoin trends
Tracking crypto watchlists
Highlights:
Crypto prices, charts and market-cap data
Watchlists for coins and tokens
Portfolio tracking for crypto holdings
Useful for following crypto market trends in one place
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Crypto Exchanges, Wallets & Tax Tools
Aaron’s Use Case:
Main crypto exchange
Buy/sell USDC before moving to/from DeFi wallet
Use of Coinbase Advanced Trade only
Highlights:
Large, established crypto exchange with strong security and reliability
Registered as a restricted dealer in Canada
Free CAD funding with Interac e-Transfer and EFT
USDC-friendly platform with low-cost conversion options
Coinbase Advanced offers lower, volume-based trading fees
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Aaron’s Use Case:
Free self-custody DeFi wallet
Connect to on-chain apps and networks
Use for DeFi activity before moving long-term holdings to cold storage
Highlights:
Widely used self-custody wallet for DeFi and Web3 apps
Supports Ethereum and many EVM-compatible networks
Browser and mobile access for signing on-chain transactions
MetaMask Portfolio adds swaps, staking and token approval management
Get started here:
Aaron’s Use Case:
Trezor Safe 5
Move long-term holdings off exchanges
Store crypto after buying, selling or DeFi activity
Highlights:
Hardware wallet for offline self-custody
Private keys stay off exchanges and online wallets
Strong security with touchscreen, PIN/passphrase support, and a Secure Element
Trezor Suite helps manage, send, receive and track crypto
Get started here:
Aaron’s Use Case:
Paid version
Track crypto across exchanges and wallets
Monitor gains, losses, and income
Generate tax reports for filing
Highlights:
Connects to 900+ exchanges, wallets, and crypto platforms
Tracks portfolio activity across accounts in one place
Supports DeFi, staking, and lending transactions
Generates CRA-friendly tax reports, including pre-filled Schedule 3
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Never miss a change…
Stay up-to-date with the latest tools and accounts that Aaron uses to invest his savings. Upon sign up, you will receive one email with Aaron’s latest setup. You will only receive emails when an update is made to this setup.
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