Well Built Wealth - Abbotsford, British Columbia

DSE

After watching Rhys’ YouTube videos on retirement over the past year or so, we realized we needed to make some changes in preparation for retirement – most importantly, a well detailed retirement plan. We were with our Advisor for 20+ years and were a bit nervous to make the move, however Tyler, Rhys and team were incredibly welcoming and took the time to explain every step of the process to us. Our recent transition to Well Built Wealth has been seamless and extremely positive. The team has made us feel beyond valued and their communication has been exceptional. We are so looking forward to working together in the years ahead and would not hesitate to recommend their outstanding services!

F H.

They Really Do Take Care of Their Clients

I learned about Well Built Wealth's YouTube channel from trusted friends and dove into watching video after video to get a feel for the organization's financial knowledge, communication style and client care. I am now a full client and I am so glad I made the move. Everyone in this organization that I have dealt with has demonstrated expertise in their role and a clear desire to be client-focused. This company truly does provide easy-to-understand financial and retirement planning insights for Canadians. The team works so well together to ensure that your financial retirement planning is the best it can be for your specific circumstances. I'd recommend Well Built Wealth to anyone looking to improve their understanding of their finances as they approach retirement.

Tony S.

My wife and I are in our early 50's
We have had a financial advisor for over 30 years investing in mutual funds.
The only plan was to keep growing the RRSP, and "I'm too young to retire."
I wanted a plan that would give me the peace of mind of knowing whether we could retire in a few years, and if not when?
We had an initial meeting with Rhys and Tyler to better understand their process around retirement planning.
They were thorough and informative. We went through multiple planning meetings, they covered our investments in the market, real estate, and the tax planning aspect, as my goal was to answer the question can we retire in a few years if we choose.
They use pretty cool software and we received a few different views of our future financially.
Invaluable peace of mind knowing we have a plan and they said, yep you are good to go, you can retire!
Do yourself a favor, get a plan sooner rather than later, with a plan and some time on your side, and great advice from these guys, you too may be pleasantly surprised. If you have a financial advisor/planner and you don't have a detailed plan, RUN and get one. Watch some of Rhys' videos, they are the real deal you won't be disappointed, at the very least they will inform you, and entertain as Rhys is a master communicator. They will get you thinking about the value you are getting from your current advisor, and/or value you'll get if you're a DIYer.

jill B.

We are retiring soon and so far we are really impressed with Rhys and Tyler from Well Built Wealth. They are organized and they make everything really easy to understand. We now have a clear picture as to what to expect and that has relieved a lot of our stress.

Christopher D.

We were feeling overwhelmed as we are moving into retirement, with our investments and plans scattered about. After watching retirement planners on Youtube we found Rhys' videos were entertaining, easy to comprehend and honest. The Well Built Wealth strategies aligned with our way of entering into retirement.

Our introduction meeting with Rhys and Tyler brought clarity and hope that we could bring everything together under one Well Built Wealth roof.

We have received a high level of support from Rhys', Tyler and Melanie as we consolidate our investments/portfolios and move toward a more minimal way of managing our finances.

Rhys and Tyler are experts at communicating in an uncomplicated, clear and supportive manner. We highly recommend selecting the team at Well Built Wealth as your best option to create a sense of confidence moving toward or through your retirement plans.

(Bruce and Alison)

Kathleen V.

We first came across Well Built Wealth through their YouTube videos, which are not only engaging but, more importantly, incredibly informative. With retirement on our minds, their content prompted us to take a closer look at our plans and book an exploratory meeting—and we’re glad we did.

Moving our financial assets and retirement savings to Just Wealth was a big decision, but Rhys and Tyler made the process straightforward. Seeing the same software they use in their videos applied to our own situation gave us a clearer picture of our long-term prospects. While Rhys is front and centre, Tyler’s behind-the-scenes expertise is just as important—together, they make a solid team that takes a thoughtful, practical approach.

What’s really stood out for us is the ongoing support. Regular check-ins, newsletters, and updates—especially during market fluctuations—have helped us feel confident in our decisions. Their videos may have sparked our interest, but it’s their measured, knowledgeable advice that has earned our trust. If you’re weighing your options for retirement planning, they’re well worth considering.

Marcus C.

Rhys and his team made the transition painless. I was very apprehensive of moving my investments from a company I had been dealing with for over 30 years. My fear of the unknown and apprehension was quickly replaced by Rhys and his very experienced talented team. Every step of my new journey was covered with communication and a straightforward approach to investing. They are masters at keeping there clients informed in various ways.

I know longer feel like I’m on this journey by myself. If I have questions Rhys and his team are either an email or phone call way. Yes they still use a phone to communicate.

I can only say that my experience has been nothing but a positive journey. To be able to sit across from Rhys and Tyler gave me the peace of mind to realize I made the correct decision moving my investments.

My only regret is that I didn’t do it sooner.

Thanks Rhys and the team.

Keep up the great work. I would highly recommend going on YouTube and watch Rhys advice on investing.

Darren S.

What a great experience!
After watching retirement planning videos on YouTube created by different organizations, Rhys and Well Built Wealth is who I contacted when it was time to build our retirement plan. Those helpful and entertaining videos Rhys and his team create prepared us on what to expect - but those expectations were exceeded in every way. We really enjoyed the delivery presentation meeting, and the plan Tyler and Kaden put together was absolutely perfect. What a great company to work with. I would highly recommend!