Important information about our services and relationships.
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.
Information on this website is provided for general information purposes only and does not constitute personalized financial, investment, tax, or legal advice. Please speak with a qualified professional about your specific situation before acting on any information found here.
Well Built Wealth refers clients seeking discretionary portfolio management to registered portfolio managers, including Bold Wealth Partners Inc., a registered Portfolio Manager and Investment Fund Manager, under written referral arrangements in accordance with sections 13.7–13.10 of National Instrument 31-103. Referral fees paid to Well Built Wealth are disclosed in writing to each referred client and do not increase the total fees paid by the client. Well Built Wealth remains each client’s financial planner; portfolio management decisions are made by the portfolio manager.
When working with an investment counsellor, client assets are held in trust with a custodian regulated by the Canadian Investment Regulatory Organization (CIRO) and a member of the Canadian Investor Protection Fund (CIPF). Neither Well Built Wealth nor the investment counsellors we work with have direct access to client assets.