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.
Posted on Taylor MinaTrustindex verifies that the original source of the review is Google. The team at Seven Elements Wealth Planning have been phenomenal to work with and have earned our trust. Would highly recommend.Posted on Angele RatteTrustindex verifies that the original source of the review is Google. Very professional and patient, with little financial knowledge and investment practices, Richard was understanding and listened carefully. I am looking forward to continuing with Seven Elements Wealth in the future.Posted on Debbie BrunnerTrustindex verifies that the original source of the review is Google. Always good to see Richard. He is very knowledgeable about the market and the type of investment that would be good for you. Explains everything when he is going over investments and what would be best for you in the future. Richard and his staff are very friendly and very helpful. Would not have anyone else handle my investment needs.Posted on Noel FernandisTrustindex verifies that the original source of the review is Google. Richard is a financial professional who has earned our trust. He is knowledgeable and easy to talk to and we feel comfortable that he and the team at Seven Elements have our best interests at heart. He and Karine came highly recommended and over the past five years, they have not disappointed. Noel and JenniferPosted on Brandy MullenTrustindex verifies that the original source of the review is Google. Richard, Logan and the entire team have been amazing to work with. Bonus is that they have the coolest office dog. Thank you allPosted on Mat ReiveTrustindex verifies that the original source of the review is Google. The team is really nice and very knowledgeable.Posted on Graeme ReidTrustindex verifies that the original source of the review is Google. Had a great meeting with Richard to update our retirement planning. My wife and I are very pleased with the growth of our portfolio. We highly recommend Richard and his amazing team.Posted on Jocelyn WalshTrustindex verifies that the original source of the review is Google. Excellent customer service with kind, friendly and knowledgeable staff. We left feeling heard and with the best product to meet our needs.Posted on Christianne Richard FexTrustindex verifies that the original source of the review is Google. We are grateful for our experience with Seven Elements Wealth Planning Inc; our investments have done very well in their care. We feel listened to and we appreciate the attention we receive when needed. Richard & Karine and their team are lovely people and it’s a pleasure to work with them.