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Business Inquiries: info@wellbuiltwealth.ca Well Built Wealth: https://www.wellbuiltwealth.ca/ Links: BMO Survey: https://newsroom.bmo.com/2026-02-24-B... Planning software we use: Conquest https://www.conquestplanning.com/en-c... ------ Intro (0:00) Part 1: Key Findings (0:40) Part 2: Gaping Holes (3:02) Part 3: Few Examples(4:31) ------ ⚠️ SCAMMER WARNING We will not solicit you to contact us in the comments section. Nor will we make any specific recommendations. Please note that there are impersonators and bots out there doing their best to scam you. Please ignore any comments that mention how someone or some strategy made them money. DISCLAIMER: All videos on this channel (including this one) are for educational or entertainment purposes only. They are not (and are not intended to be) financial, investment or legal advice. It is our firm position that everyone has a unique situation and should seek professional advice on how best to navigate it. Rhys Martell is a Chartered Investment Manager (CIM), a Fellow of the Canadian Securities Industry (FCSI), a Qualified Associate Financial Planner (QAFP) and more. However, he is not registered to provide investment advice and, therefore, does not provide specific investment recommendations. Those looking for specific investment advice should seek out a registered professional.