Take Control of Your Financial Life.
MyWealth Records is a free, do-it-yourself personal financial organizer built by FP Advisors to help you stay prepared.
One organized place to document everything that matters, so you can make informed decisions, protect your family, and stay confidently in control.
A guided organizer for your financial life.
MyWealth Records is a 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. Designed for Canadians who want clarity, preparedness, and peace of mind.
Individuals & Families
Retirees & Pre-Retirees
Business Owners
Executors & Caregivers
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. Free, easy to use, and built by financial planners who understand what families actually need.
A fillable PDF, ready when you are.
You’ll receive a fillable PDF directly in your inbox. Print it as a paper binder, or complete it digitally. Once finished, it becomes your single source of truth: a complete record for you, your spouse, your children, your heirs, and your executor.
Clarity for yourself. Confidence for your family.
You’ve completed the first step. The next is speaking with a qualified financial planner who can walk through your situation with you and help you take the next step with confidence.
Get your free copy, 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.
Simple. Secure. Completely free.
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.