Accessibility

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

Assistive devices

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.

Communication

We will communicate with people with disabilities in ways that consider their specific needs, ensuring clarity and understanding in all forms of communication.

Service Animals

We welcome individuals with disabilities and their service animals. Service animals are allowed on our premises that are open to the public.

Support Persons

A person with a disability who is accompanied by a support person will be allowed to have that person accompany them on our premises.

Notice of Temporary Disruption

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.

Training

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:

  • An overview of the Customer Service Standard plan
  • How to interact and communicate with people with various types of disabilities
  • How to assist individuals with disabilities who use assistive devices or require the help of a service animal or support person
  • What to do if a person with a disability is having difficulty accessing our services or premises

Staff will receive additional training when changes are made to this plan.

Feedback Process

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.

Modifications to this or other policies

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.

See What They’re Saying

Posted on Google Google
Debbie Broda profile picture
Debbie Broda
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex 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
Posted on Google Google
Jenny Crossland profile picture
Jenny Crossland
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex 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.
Posted on Google Google
Taylor Mina profile picture
Taylor Mina
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex 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 Google Google
Angele Ratte profile picture
Angele Ratte
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex 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 Google Google
Debbie Brunner profile picture
Debbie Brunner
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex 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 Google Google
Noel Fernandis profile picture
Noel Fernandis
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex 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 Jennifer
Posted on Google Google
Brandy Mullen profile picture
Brandy Mullen
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex 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 all
Posted on Google Google
Mat Reive profile picture
Mat Reive
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
The team is really nice and very knowledgeable.
Facebook
YouTube
LinkedIn
Instagram