The terms that govern your use of this website.
Last updated: July 2026
The content on this website is provided for general information purposes only. It does not constitute personalized financial, investment, tax, or legal advice, and should not be relied on as such. Speak with a qualified professional about your specific situation before acting on anything you read here.
Using this website, watching our videos, or booking an intro call does not make you a client of Well Built Wealth. A client relationship is established only through a written engagement agreement.
Portfolio management and specific investment advice are provided by select, fiduciary Portfolio Management (PM) firms with which we have cultivated referral relationships. We refer clients to the PMs for a referral fee, all of which is fully disclosed to our clients. We are not registered or licensed to provide portfolio management or specific investment advice.
We work to keep the information on this site current and accurate, including our published pricing, but details may change without notice. Fees and services are confirmed in writing before any engagement begins.
This site links to third-party services such as Calendly, YouTube, and Google. We are not responsible for the content or practices of those services.
To the maximum extent permitted by law, Well Built Wealth is not liable for any loss or damage arising from your use of this website or reliance on its content.
These terms are governed by the laws of British Columbia and the federal laws of Canada applicable in it.