Take Control of Your Financial Life – Free, Simple, and Built for Canadians.

MyWealth Records is a free, do‑it‑yourself personal financial organizer created by FP Advisors, a Canadian financial planning firm dedicated to helping families stay prepared and informed.

Life changes. Your financial information should keep up. MyWealth Records provides you with a single, organized place to document everything that matters, allowing you to make informed decisions, protect your family, and stay in control.

Download MyWealth Records

What Is MyWealth Records?

MyWealth Records is a guided, fill‑in‑the‑blank organizer that helps you capture the essential details of your financial life, from banking and insurance to estate documents and key contacts.

It’s designed for Canadians who want clarity, preparedness, and peace of mind.

Who’s It For?

Individuals and Families

Retirees and Pre-Retirees

Business Owners

Executors and Caregivers

Built by Financial Planners Who Understand What Families Really Need.

MyWealth Records is proudly developed and provided by FP Advisors, an independent Canadian financial planning firm dedicated to helping families stay organized, informed, and prepared for every stage of life.

We’ve seen firsthand how stressful it can be when important financial information is scattered, outdated, or hard to find, not just for individuals, but for their spouses and executors as well.

Your plan should start with a solid foundation

Why Start Here?

Because getting organized is the first step toward clarity.

MyWealth Records gives you one simple place to capture the essential details of your financial life so you can feel prepared, stay in control, and make confident decisions. It’s free, easy to use, and built by financial planners who understand what families actually need.

Request your Download

Get your free organizer delivered to your inbox.

Enter your name and email, and we’ll forward you a personalized download link so you can start organizing your financial life with clarity and confidence. It’s simple, secure, and completely free.

Completing your MyWealth Records

You’ll receive a fillable PDF version of MyWealth Records directly in your inbox. You can print it if you prefer a paper binder, or complete it digitally on your computer or tablet.

Each section includes simple, step‑by‑step instructions to guide you through the process. Once finished, it becomes your single source of truth: a complete, organized record for you, your spouse, your children, your heirs, and your executor.

What’s Next?

You’ve completed the first step, ensuring you have clarity for yourself and your family.

The next step is speaking with a qualified financial planner who can walk through your situation with you and help you take the next step with confidence.

Connect with us at www.fpadvisors.ca.

Get Your Free Copy of MyWealth Records.

You don’t have to figure this out alone.

Work with a Certified Financial Planner® from FP Advisors who listens, understands your priorities, and provides the personalized guidance you need to move forward with confidence.

At FP Advisors, we’re happy to walk through your situation and help you take the next step.