MyWealth Records is a free, do‑it‑yourself personal financial organizer built by FP Advisors to help you stay prepared.
It gives you one organized place to document everything that matters, so you can make informed decisions, protect your family, and stay confidently in control.
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.
Individuals and Families
Retirees and Pre-Retirees
Business Owners
Executors and Caregivers
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.
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.
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.
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.
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.