Summer Reads: Books Worth the Investment

At Capcorp Financial, we believe empowering our clients starts with knowledge, and summer is the perfect time to unwind while leveling up your financial know-how. Whether you’re poolside or at the cottage, we’ve curated seven trusted reads to help you think differently about money, investing, and the economy

The Wealthy Barber by David Chilton 

Type of Read: Storytelling, approachable personal finance
Knowledge Level: Beginner
Why We Recommend: Canadian classic; uses a fictional narrative to teach basic financial principles in a digestible way
Best For: Canadians looking for simple, timeless money advice—especially beginners or young adults 

Wealthing Like Rabbits by Robert R. Brown 

Type of Read: Humorous, quirky, personal finance
Knowledge Level: Beginner
Why We Recommend: This book makes financial fundamentals understandable and enjoyable. With a playful tone, clever analogies, and pop culture references. It delivers practical advice on saving, debt, housing, and spending—without feeling like a lecture. It’s a great starting point for anyone wanting to learn the basics in a light, relatable, Canadian way.
Best For: Millennials, students, or anyone who finds traditional finance books boring or intimidating 

The Psychology of Money by Morgan Housel 

Type of Read: Reflective, narrative-style, behavioural finance
Knowledge Level: Beginner to Intermediate
Why We Recommend: It gives great insight into how our emotions and behaviour impact financial decisions; timeless lessons you’ll keep with you and short chapters make for a quick read
Best For: Anyone starting their financial journey or seasoned investors or business owners who want a fresh perspective on mindset and money 

I Will Teach You to Be Rich by Ramit Sethi 

Type of Read: Practical, conversational, action-oriented
Knowledge Level: Beginner to Intermediate
Why We Recommend: This book breaks down the essentials of personal finance; budgeting and saving to investing and spending. It’s written in a candid, conversational tone that makes complex topics more approachable.
Best For: Young professionals or anyone looking for a step-by-step personal finance system they can start today 

Low Risk Rules by Geoff Saab 

Type of Read: Analytical, Canadian-focused, cautionary
Knowledge Level: Intermediate to Advanced
Why We Recommend: Helps readers develop a low-risk mindset around investing, debt, and spending—grounded in Canadian context
Best For: Business owners who want to protect wealth and minimize downside risk without sacrificing opportunity 

The Next Age of Uncertainty by Stephen Poloz 

Type of Read: Economic trends, macro outlook, big-picture thinking
Knowledge Level: Intermediate to Advanced
Why We Recommend: Insightful view of future economic forces from the former Bank of Canada Governor; helps contextualize financial planning
Best For: Investors, business owners, and decision-makers who want to prepare for economic volatility and policy shifts 

The Intelligent Investor by Benjamin Graham 

Type of Read: Dense, classic investment theory
Knowledge Level: Advanced
Why We Recommend: Considered the “value investing bible”; teaches foundational concepts of risk, margin of safety, and market behaviour
Best For: Serious investors, finance students, or those who want to go deep into investing strategy (especially value investing) 

At Capcorp, we’re here to help you apply the knowledge in these books in real life—with financial strategies that are built around you and your business. Reach out to your Capcorp advisor with any questions —we’re here to support your goals.