At Protect Financial, we believe that better financial decisions start with better information.
Although Labour Day is fast approaching, there’s still some summer left and whether you’re spending time at the cottage, travelling, or simply enjoying some downtime, we’ve put together five worthwhile reads covering personal finance, investing, decision-making, and the forces shaping our economy.
The Psychology of Money by Morgan Housel
Type of Read: Reflective, narrative-style, behavioural finance
Knowledge Level: Beginner to Intermediate
Why We Recommend: Morgan Housel explores how behaviour, patience, risk, and personal experience influence the financial decisions we make. Rather than focusing on formulas, the book offers timeless lessons about building and protecting wealth.
Best For: Investors, business owners, and anyone interested in improving the way they think about money.
Wealthing Like Rabbits by Robert R. Brown
Type of Read: Humorous, practical, Canadian personal finance
Knowledge Level: Beginner
Why We Recommend: A light and approachable introduction to financial fundamentals. Through humour and relatable examples, Brown covers saving, debt, housing, spending, and building better financial habits from a distinctly Canadian perspective.
Best For: Young professionals, students, families, or anyone who finds traditional finance books intimidating.
Die with Zero by Bill Perkins
Type of Read: Personal finance, lifestyle planning, thought-provoking
Knowledge Level: Beginner to Intermediate
Why We Recommend: Challenges the traditional idea of saving as much as possible for later in life. Perkins focuses on balancing financial security by using your money intentionally to create meaningful experiences while you have the time, health, and freedom to enjoy them.
Best For: Professionals, business owners, retirees, and anyone thinking about how to balance saving for the future while enjoying life today.
Same as Ever by Morgan Housel
Type of Read: Behavioural finance, decision-making, big-picture thinking
Knowledge Level: Beginner to Intermediate
Why We Recommend: Instead of trying to predict what happens next, Housel focuses on the behaviours and patterns that tend to remain constant over time. It offers useful lessons about risk, uncertainty, long-term thinking, and making better decisions when the future is impossible to predict.
Best For: Investors and business owners looking to make better long-term decisions in uncertain environments.
Thinking, Fast and Slow by Daniel Kahneman
Type of Read: Psychology, behavioural economics, decision-making
Knowledge Level: Intermediate
Why We Recommend: Financial decisions aren’t driven by numbers alone. Kahneman explores the mental shortcuts and biases that influence how we assess risk, make choices, and react to uncertainty—concepts that can be valuable well beyond investing.
Best For: Investors, professionals, and business owners who want to better understand how people make decisions
A great financial book can introduce a new idea—but putting those ideas into practice is where thoughtful planning becomes important.
At Protect Financial, we’re here to help translate financial concepts into strategies built around you, your family, and your practice.
If a topic from one of these books gets you thinking about your own financial plan, reach out to Cory Wilson, your wealth advisor at Protect Financial, at cory.wilson@protectfinancial.ca.
Enjoy the rest of summer—and happy reading.
