Well Built Wealth

Privacy policy

How we collect, use, and protect your personal information.

Last updated: July 2026

Well Built Wealth (“we,” “us,” or “our”) is committed to protecting your personal information. This policy explains what we collect, why, and how we handle it, in accordance with the Personal Information Protection and Electronic Documents Act (PIPEDA) and applicable provincial privacy legislation.

What we collect

  • Contact information you provide when you book a call, send us a message, or become a client (name, email, phone number).
  • Financial planning information you share with us as a client, such as account statements, goals, income, and family circumstances. We collect only what is needed to provide our services.
  • Website usage data such as pages visited and general location, collected through standard analytics tools. This data is aggregated and does not identify you personally.

How we use it

  • To provide financial planning and advisory services you have engaged us for.
  • To respond to your inquiries and schedule meetings.
  • To meet our legal and regulatory obligations.

We do not sell your personal information. We do not share it with third parties except as needed to deliver our services (for example, with the investment counsel portfolio managers we refer clients to, with your consent), or as required by law.

Third-party services

Our website uses Calendly for booking calls and may embed content from YouTube and Google. These services have their own privacy policies, and information you provide to them is governed by those policies.

Safeguards

Client information is stored using secure, access-controlled systems. We retain personal information only as long as needed for the purposes above or as required by law, after which it is securely destroyed.

Your rights

You may request access to, or correction of, your personal information at any time. You may also withdraw consent to our use of your information, subject to legal and contractual restrictions.

Contact

Questions about this policy or your personal information can be directed to our office at 778-749-8060, or by mail to 2420 McCallum Rd, #201, Abbotsford, BC V2S 6R9.