Mutual Funds and some Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc. Other Products and Services are offered through Rhys Martell/Well-Built Plans Financial. 

 

Rhys Martell is an independent Financial Advisor in Abbotsford, BC. He is a member of the Estate Planning Council of Abbotsford, is a Qualified Associate Financial Planner, holds an Elder Planning Counselor designation, and a Bachelor of Arts in Applied Communications from Royal Roads University.

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Solid advice.
Awesome service.

retirement planning | investments | life insurance

*Our investment & retirement planning services are best suited for those with a minimum of $100,000 in investable assets​.

What people are saying:

Our dealings with Rhys over the last 10 years have been most positive and reassuring. We're so very glad to have found him!

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- Lyle & Nora

Retired Production Manager & Retired Nurse (Abbotsford, BC)​

How we help clients retire well

1. We help you figure out where you are and where you want to be
2. We build you a game-plan to help you make it happen
3. We manage the details so you don't have to worry about it

Interested? 

Contact us and we'll set up a time for you to come by our office for a complimentary intro meeting.