7 Elements Wealth Planning Inc. (Seven Elements) is committed to providing excellent service to all customers, including individuals with disabilities. We strive to ensure that all of our goods and services are accessible to everyone.
Ontario Office:
Seven Elements
#206 – 150 Dunlop St. East Barrie, ON L4M 6H1
Tel: 705-812-1322
We will ensure that our staff is trained and familiar with the various assistive devices available on-site or that we provide, which may be used by customers with disabilities while accessing our services and facilities.
We will communicate with people with disabilities in ways that consider their specific needs, ensuring clarity and understanding in all forms of communication.
We welcome individuals with disabilities and their service animals. Service animals are allowed on our premises that are open to the public.
A person with a disability who is accompanied by a support person will be allowed to have that person accompany them on our premises.
In the event of a planned or unexpected disruption to services or facilities for customers with disabilities, Seven Elements will notify affected clients promptly. This notice will be posted at the main entrance of our premises and will include information about the reason for the disruption, the anticipated length of time, and a description of alternative services or facilities, if available.
Seven Elements will provide training to employees and volunteers who deal with the public or other third parties on our behalf. Individuals in the following positions will be trained: President and Office Manager. This training will be provided within the first week of employment or role change.
Training will include:
Staff will receive additional training when changes are made to this plan.
Customers who wish to provide feedback on how Seven Elements delivers its goods and services to people with disabilities can speak directly with our Office Manager.
Complaints will be escalated and handled by both the President and the Office Manager. We aim to respond to feedback within ten business days.
Any policy of Seven Elements that does not respect and promote the dignity and independence of people with disabilities will be modified to meet those standards.
Robert Giblett2025-03-28Trustindex verifies that the original source of the review is Google. Richard is very personable and has a very good understanding of the industry. I was very pleased with how he matched our retirement goals and requirements with a plan that will allow my wife and I to really enjoy our retirement. TC Legacy22025-02-13Trustindex verifies that the original source of the review is Google. After meeting with Richard on Friday, I was once again, pleasantly surprised at how much my investments have increased over the years. He and his team have used such wisdom in knowing where to invest and how to keep the numbers growing. I am more confident than ever with Seven Elements Wealth Planning and have recommended them to many of my peers. May Godly favor continue to flood your business! Jenny Crossland2025-02-02Trustindex verifies that the original source of the review is Google. My spouse and I had the best meeting with Richard. He is personable, helpful and absolutely knows his stuff. I felt like he really listened to our needs and our lifestyle and will be able to assist us in growing our wealth for retirement. Debbie Broda2024-12-02Trustindex verifies that the original source of the review is Google. As always such a pleasant experience. Everyone is friendly and accommodating. Thanks to Richard and Corrine for showing me a very comprehensive view of my accounts and can say I’m very pleased with what I see for my future. Ever since I have been with this team they have looked after every need I have. Thanks again Debbie Ken & Carol Barker2024-11-20Trustindex verifies that the original source of the review is Google. Had my first appointment with Seven Elements yesterday. They made me feel completely comfortable and covered all the questions I had. Very professional. Am looking forward to my follow up meeting. Highly recommend. 11/19/24 Follow up meeting yesterday was extremely productive & helpful. Staff could not have been nicer. Again very professional, I feel very safe & comfortable with Seven Elements handling my financial needs. Carol P Matt Schank2024-11-15Trustindex verifies that the original source of the review is Google. I have to say Richard and his team know what they are doing! I have only had a few meetings with them, but after the first initial visit you can tell they really know their stuff. Love going over new strategies with them and planning for the future. Richard really listens and is very personable. Not intimidating and just a super down to earth nice guy. I really feel they all work hard to provide goals and strategies that are obtainable and tailored to fit your needs. If your looking for help in planning for the future personally or professionally give them a call. Thanks again to the whole team! You guys rock! Mary Kuipers2024-09-24Trustindex verifies that the original source of the review is Google. It was so nice to catch up in person. Really appreciated the time. And my canine travel companion had a welcome committee and a dog basket. Angelo De Angelis2024-09-20Trustindex verifies that the original source of the review is Google. Outstanding well explained and detailed service! Finally Thank you to the entire team! Angelo Richard D2024-02-21Trustindex verifies that the original source of the review is Google. Richard and Jacques met with my wife and me yesterday for an update to see where we are in our long term financial goals and where we'd like to see ourselves in the short term. Their combined financial knowledge and experience along with the ability to understand our needs and plans confirms to us that this is the financial planning company we we're meant to be with. Suesan Mckeen2023-12-12Trustindex verifies that the original source of the review is Google. Second to NONE! Richard and Karine make my husband and I feel like we are their only clients. We get exemplary service and are more than happy with our portfolio growth. If there were 6 stars, I would not hesitate to give them that!