Our Story
At Seven Elements Wealth Planning, we believe your financial journey should reflect what matters most to you. Our personalized approach empowers you to make confident decisions, giving you the freedom to focus on your goals and aspirations.
With years of experience, we know true financial peace comes from a plan that’s as unique as you. As an independent firm, we collaborate with trusted partners who share our commitment to delivering tailored solutions and objective guidance, always with your best interests in mind. You’ll have a dedicated team by your side, offering access to a range of services designed to support your financial goals.
Let’s build a plan that helps you live life on your terms—today.
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Our Team
Dedicated to your success.
We love what we do because we believe financial planning can be empowering, not overwhelming. At Seven Elements Wealth Planning, we bring clarity, strategy, and personality to the process—helping you make confident, informed decisions. Through collaboration and tailored solutions, we simplify your financial journey so you can focus on what truly matters.
Co-Founder | LEAD FINANCIAL PLANNER
Richard Tremblay | R.R.C.
Helping people live better, laugh more and stress less.
Banker turned entrepreneur; Richard co-founded Seven Elements Wealth Planning with a passion for helping people feel confident about their financial future. His attention to detail (honed through his love of woodworking), reflects his belief that great planning is more than numbers; it’s about building a life that aligns with your goals.
For Richard, investing in your story means understanding what truly matters to you—your values, aspirations, and the legacy you want to create. It’s about crafting a financial plan that supports the life you envision, so you can move forward with confidence and clarity.
As a Registered Retirement Consultant® and Financial Planner, Richard brings expertise, strategy, and a down-to-earth approach to every client conversation.
Co-Founder | OPERATIONS & INSURANCE LEAD
Karine Tremblay | B.Sc.N.
As a co-founder of Seven Elements Wealth Planning and a Life Insurance Agent, Karine is the driving force behind the firm’s seamless operations, combining efficiency, problem-solving and cutting-edge technology.
Originally from Montreal, Karine spent 15 years as a registered nurse before transitioning into wealth planning. The compassion, critical thinking, and dedication she brought to patient care now shape her client-focused approach. She believes financial planning isn’t just about the numbers—it’s about the people behind them.
For Karine, investing in your story means understanding the moments that matter most—whether it’s securing your family’s future or protecting your legacy – and ensuring your wealth plan reflects those priorities, so you can move forward with peace of mind and confidence.
Executive Assistant
Susan Walker
Susan is the Executive Assistant to Richard and Karine at Seven Elements Wealth Planning, bringing a wealth of knowledge and experience to her role. She is committed to providing exceptional service and ensuring clients feel supported throughout their financial journey.
With a keen ability to anticipate needs, Susan addresses concerns promptly, making sure clients feel valued every step of the way.
“Investing in your story means understanding what matters most to you, listening to your needs, and being there when you need us. My role is to make sure that your experience with us is seamless, so you feel confident and well cared for throughout the process.”
Client Services Manager
Alicia Pilon
Alicia is the Manager of Client Services at Seven Elements Wealth Planning, ensuring exceptional service delivery through careful management of account information and a proactive approach to meeting clients’ needs. With her positive attitude and client-focused mindset, Alicia is an essential part of the team.
“Investing in your story means understanding your unique needs and providing the support you deserve. It’s about building trust and ensuring that every step of the process is seamless, so you feel confident and valued as you make decisions for your future.”
Client EXPERIENCE & WEALTH PLANNING ASSOCIATE
Emily Elliott
Emily is a dedicated member of the Seven Elements Wealth Planning team, working as our Client Experience & Wealth Planning Associate. Emily is passionate about our mission of Investing in your story, seeing it as an opportunity to connect with each client’s unique journey.
“To me, investing in your story means recognizing the unique experiences and goals of each client, and empowering them to make confident decisions that shape their financial future,” Emily shares. Her expertise in marketing, paired with her client-centered approach, plays a vital role in fostering strong relationships and keeping you connected to the evolving story of 7 Elements Wealth Planning.
Finance Coordinator
Sara Cairncross
Sara takes care of the numbers behind the scenes, managing our internal finances and bookkeeping to keep everything running smoothly. While she’s not directly working with clients, her attention to detail ensures that all the financial operations are in check, allowing our team to focus on what matters most to you.
For Sara, “Investing in your story” means helping create the solid financial foundation that supports our collective journey. She loves knowing that her work helps keep things running smoothly, so we can deliver the best experience possible for you.
Corporate Strategy Advisor
Logan O’Brien
Logan is the Corporate Strategy Advisor at Seven Elements Wealth Planning, bringing a depth of experience in business strategy, investment banking, and financial growth. With a background in hospitality management, an MBA, and years advising small business owners on acquisitions and exits, Logan offers a unique perspective on guiding clients through key financial decisions.
“Investing in your story means helping you navigate important transitions with clarity and purpose. Whether you’re growing your business or planning your next chapter, my role is to ensure you feel empowered and in control every step of the way.”
Community Involvement
To leave a legacy and to make the world a better place.
We believe in giving back to the communities we live and work in. We feel privileged to
serve others and for this reason, giving is embedded into our culture. Our goal is to be a
giving catalyst within the communities we serve. These are the final pieces.
Your richer life starts today.
Living a fulfilled life now is as important to you as planning for the future. Our team of experts uses The Seven Elements of Wealth to build personalized financial strategies. The planning conversation balances your lifestyle now with future goals.
We help you build wealth beyond money—considering other facets of your life like family, community and your legacy.
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