Strategic Financial Tools for Canadians Who Want to Take Control
Access a curated collection of free guides, checklists, and worksheets designed to help you grow, protect, and manage your wealth with clarity and intention. These resources are practical, professional, and built to support confident financial decisions at every stage.
Download Your Free Financial Tools
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Preserve and Protect
5 Strategies Wealthy Canadians Use to Keep Their Net Worth Growing
Perfect for: High-net-worth Canadians who want to preserve their wealth across generations without sacrificing growth.
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Closing the Gap
A Self-Check Worksheet for Women Building Wealth
Perfect for: Women seeking clarity, confidence, and actionable steps to take control of their financial journey.
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Tax-Smart Investing Checklist
Lower your tax bill while growing your portfolio
Perfect for: Canadian investors who want to lower their tax bill without sacrificing returns.
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Retiring with Confidence
Step-by-step retirement planning for Canadians
Perfect for: Canadians who want to retire on their own terms with confidence and a clear plan.
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Monthly Net Worth Tracker
Track your assets, debts, and progress over time
Perfect for: Anyone looking to take control of their finances with a clear, consistent habit.
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Savings Tracker
Make saving feel fun and motivating
Perfect for: Anyone who wants to build better saving habits and stay inspired along the way.
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Preserving What I’ve Built
A private client guide to protecting wealth with intention
Perfect for: High-net-worth individuals and families looking to protect what they’ve built, support loved ones, reduce taxes, and make a meaningful impact.
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5 Questions to Start Your Financial Plan
Reflection prompts for women building wealth
Perfect for: Women who want to take the first step toward a financial plan that actually fits their life.
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Mastering Your Money
Build strong financial habits with small, consistent steps.
Perfect for: Anyone who wants to feel more in control of their money and build strong financial habits at their own pace.
Who’s Behind These Resources?
These free tools were created by Kerry Rizzo, a Canadian financial strategist with a mission to make wealth feel accessible, empowering, and aligned with what truly matters to you. With years of experience helping individuals and families build, preserve, and grow their wealth, Kerry brings a practical and thoughtful approach to every resource.
Each guide, checklist, and worksheet is designed to help you take action with clarity and confidence. Whether you're just getting started, planning for retirement, or looking to protect what you’ve built, these tools reflect real conversations, real challenges, and real progress. No jargon. Just strategies that work.
Ready to take your next step?
Ready to take your next step?
You’ve got the tools. Now let’s put them to work. Whether you want a second opinion on your plan or need help making your next move, I’m here to support you.