Well Built Wealth
66Good2420 McCallum Rd #201, Abbotsford, BC V2S 6R9, Canada
Last updated September 2026
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Well Built Wealth is a truly independent financial and retirement planning firm based in Abbotsford, BC, serving clients across Canada.
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Claim this listing →Senior Care Path Summary
Well Built Wealth offers independent financial and retirement planning to help Canadians understand their current situation and build a plan for the future. The firm works through options with clients, puts plans into action, manages the details, and maintains regular contact to adjust as circumstances change. They offer two fee-for-service options and have helped clients like Linda retire two years ahead of schedule.
The team includes experienced financial planners and advisors with credentials including CFP, CPA, and TEP designations. They operate as a truly independent advisory practice with no product quotas, focusing entirely on client interests. They serve clients across Canada and offer intro calls to help determine if they are a good fit.</description> <parameter name="credentials">["Chartered Investment Manager (CIM)", "Fellow of Canadian Securities Institute (FCSI)", "Qualified Associate Financial Planner (QAFP)", "Certified Financial Planner (CFP)", "Certified Professional Accountant (CPA)", "Trust and Estate Practitioner (TEP)"]
Editorial summary by Senior Care Path based on verified listing data, last reviewed September 2026.
Conditions & Needs Supported
Services
Fees & Payment
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Who This Provider Is Best For
- Canadians planning for retirement
- Those mapping out financial future and goals
- People nearing retirement who want detailed income planning
Languages Supported
- English
Photo Gallery
Photos via Google Maps
Google Reviews
See all reviews on Google5.0
225 Google reviews
Summary of Google Reviews
Summarized by Senior Care Path from Well Built Wealth's Google rating and recent reviews. Confirm specifics with the provider.
Well Built Wealth holds an excellent 5.0-star rating across 225 Google reviews. Recent reviewers most often highlight caring, attentive staff and responsive, helpful communication.
Most common praise
- Caring, attentive staff
- Responsive, helpful communication
Most recent reviews
Deanna
a month ago · via Google
Our experience has been nothing short of 5 star service! The entire team at Well Built Wealth has been extremely helpful in walking us through each step and explaining the entire process to us. In addition we found the YouTube videos beneficial as Rhys does a rundown of various retirement scenario’s.
Trevor Williams
a month ago · via Google
Rhys, Tyle, Rafael and their team have provided excellent service and counsel for my retirement journey. They really pay attention to detail and are in constant contact. I would recommend them to anyone with regards to Wealth Management and Retirement planning.
Jean-Francois Lechasseur
a month ago · via Google
We have had a wonderful experience with WBW. Rhys and his outstanding team are well organized and flexible. Top notch pros! They truly understand retirement planning and are proposing clear actionable plans. We have really enjoyed every step of the process, thanks to the team human and cool approach. Highly recommended!
Licenses & Registrations
Verifying professional registration
There is no single national licence for financial advice in Canada, but the Certified Financial Planner (CFP) designation signals recognized training and standards. You can verify a CFP professional's certification through the national body.
Associations & Accreditations
Location
2420 McCallum Rd #201, Abbotsford, BC V2S 6R9, Canada
Also serves
- Abbotsford, British Columbia
- Canada-wide (virtual)
Frequently Asked Questions
What services does Well Built Wealth offer?
Well Built Wealth is a financial planning provider in Abbotsford, British Columbia. Listed services include Financial Planning. Confirm the specific treatment or support you need directly with the clinic before booking.
What languages does Well Built Wealth speak?
Staff at Well Built Wealth are noted as speaking English. If a specific language matters for you or your parent, confirm availability for the appointment time you need.
How do I book an appointment with Well Built Wealth?
Send a request through the form on this page with your name, email and phone. We pass it to Well Built Wealth so they can reach you about a time that works, and a Senior Care Path advisor can help you compare financial planners in Abbotsford. It is free, with no pressure.
Is Well Built Wealth verified by Senior Care Path?
This listing shows a Senior Care Path Confidence Score based on public trust signals like the Google rating, review volume, website, and phone. Clinics can claim their listing to verify credentials and add details. Always confirm current registration with the relevant regulatory college before booking.