Well Built Wealth
70Good2420 McCallum Rd #201, Abbotsford, BC V2S 6R9, Canada
About
Well Built Wealth is a truly independent financial and retirement planning firm based in Abbotsford, BC, serving clients across Canada.
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 2026-07-07.
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
Photo Gallery
Photos via Google Maps
Google Reviews
View all on Google5.0
225 Google reviews
Most recent reviews
Sanja Frketich
2 weeks ago · via Google
Working with Aaron and the Well Built Wealth team was an insightful experience. From start to finish, they demonstrated thoroughness, attention to detail, and a commitment to ensuring clarity of all aspects of my financial plan. I am now clear on where I am financially and have a plan to make it happen. The final delivery package, client portal, and prompt responses to my questions all reflected a well-organized process. I would recommend Well Built Wealth to anyone seeking comprehensive, personalized financial planning.
Roberta S-T
2 months ago · via Google
As we move through life, we learn in stages — first the foundations in school, then the specialized skills of trades, post‑secondary programs, and decades of work where we refine our craft and professions. Yet when we reach one of the most important transitions of all — retirement — many of us discover how little we’ve actually been taught about preparing for it. We believed we could learn more and make better decisions, and we tried: a private consultant, a chartered bank, a retirement specialist. But it wasn’t until we found Rhys and Well Built Wealth — his video content, communication style, and pragmatic, grounded approach — that something finally clicked. From the very first intake conversation through our work with Tyler and Kaden, the entire team was efficient, clear, and directly applicable to our real life. When we reached the final report and walked through our financial story, the action items, the next‑few‑years roadmap, and the stress‑testing of our retirement plan, we felt something we hadn’t felt before: confidence, comfort, and clarity. I even shouted “Yes!” during the meeting (after the plan pronounced our readiness)... This has been a genuinely collaborative experience, and we’re grateful to the entire team. We’ll be back to adjust the plan as life inevitably twists and turns, but for now, we’re satisfied, prepared, and optimistic about this next stage. Thank you! Don & Roberta
Roman Balabuch
4 months ago · via Google
We came across Rhys Mrtel’s Well Built Wealth Youtube videos a few years ago. We were immediately hooked. We think that his way of explaining retirement finances to Canadians is second to none. Rhys’ videos are never too long, covering one topic at the time, clear, concise ,and also with a very good sense of humour that we loved from the beginning. Our initial telephone conversation convinced us to seek his advice as we neared retirement. The entire process of organizing our finances, transfer of funds, and most of all comprehensive planning was very smooth, and we felt well taken care of. The Well Build Wealth team is professional, very friendly and super responsive. There was no question unanswered almost immediately. Hannah, Melissa, Tylor and Rhys made us feel secure, and frankly happy. Because we learned that we can do it! We feel lucky that we found them! Klara and Roman
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 engaging activities and social life.
Most common praise
- Caring, attentive staff
- Engaging activities and social life
- Responsive, helpful communication
- A safe, reassuring environment
Services
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
Languages Supported
- English
Location
2420 McCallum Rd #201, Abbotsford, BC V2S 6R9, Canada
Also serves
- Abbotsford, British Columbia
- Canada-wide (virtual)