Investment Disclaimer

The content presented on this website by 7 Elements Wealth Planning Inc. (Seven Elements) is intended for informational purposes only and should not be construed as specific guidance on investment decisions. We focus on comprehensive wealth planning, including providing financial strategies that align with your overall goals.

Collaborative Investment Management

In collaboration with our trusted discretionary portfolio management partner, we ensure that your investment strategy is aligned with your personal financial goals and risk preferences. Our partner manages the implementation and ongoing adjustments of your investment portfolio, providing professional guidance tailored to your individual needs.

Investment Performance

While our team works with you to create a personalized financial plan, it’s important to understand that the performance of investments is inherently uncertain. Market fluctuations, economic changes, and other external factors can influence portfolio performance, and there is a potential for both gains and losses. Historical performance is not indicative of future results.

Risk of Investment

All investments carry risk. The value of investments may rise or fall, and there is the possibility of losing money, including principal. We strongly recommend consulting with your portfolio manager to evaluate the suitability of any investment strategy based on your unique financial situation.

References to Investments

Any mention of specific investments or asset classes on this website is purely for educational purposes and does not imply endorsement or recommendation. For tailored advice on individual investments, please consult your designated portfolio manager.

Third-Party Content

This website may contain links to external resources regarding investments. These links are provided for convenience and informational purposes only. Seven Elements does not control and is not responsible for the content or practices of third-party websites.

Changes to Strategies

The strategies and information provided on this website are subject to change, and may not be applicable to every individual or situation. Clients should always seek personalized guidance from their portfolio manager for up-to-date advice and strategies.

See What They’re Saying

    
 
 
       Posted on Google  
   
   Debbie Broda 
 
 
 
 Trustindex 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  
   
   Jenny Crossland 
 
 
 
 Trustindex 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  
   
   Taylor Mina 
 
 
 
 Trustindex 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  
   
   Angele Ratte 
 
 
 
 Trustindex 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  
   
   Debbie Brunner 
 
 
 
 Trustindex 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  
   
   Noel Fernandis 
 
 
 
 Trustindex 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  
   
   Brandy Mullen 
 
 
 
 Trustindex 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  
   
   Mat Reive 
 
 
 
 Trustindex verifies that the original source of the review is Google. The team is really nice and very knowledgeable.