Privacy Policy

7 Elements Wealth Planning Inc. (Seven Elements) is committed to safeguarding the privacy of individuals and recognizes the importance of managing and protecting the Personal Information you provide. This policy outlines how we collect, use, and protect your information.

Collection of Personal Information

We collect personal information about clients, suppliers, employees, and other individuals to manage our business effectively. We will make reasonable efforts to inform individuals about the purpose for which their personal information will be used or disclosed. The collection and use of personal information will be limited to that necessary for legitimate business purposes or to comply with applicable legislation.

Accuracy of Personal Information

We strive to ensure that the personal information we collect and use is accurate and complete. Individuals will have the opportunity to review and update their information. If requested in writing, we will make the necessary changes to ensure the information is accurate.

Storage of Personal Information

We store personal information using both hard copy and electronic means, ensuring it is protected from unauthorized access, use, disclosure, or disposal.

Retention of Personal Information

We establish retention periods for the personal information we collect, which may be influenced by relevant legislation, including but not limited to the Personal Information Protection and Electronic Documents Act (PIPEDA) and other industry regulations.

Disclosure of Personal Information

We will not disclose personal information to employees or third parties unless necessary for business purposes or with your consent. We take reasonable steps to ensure that any third parties who handle personal information on our behalf adhere to the same privacy standards.

Access to Personal Information

We support your right to access your personal information. If you request it, we will provide you with access to your information in accordance with our procedures. Please note that a fee may apply for accessing records, where permitted by law.

Third-Party Partners

Seven Elements works with third-party organizations that may handle personal information in the course of providing services. These partners are required to meet our privacy, confidentiality, and security standards.

Employee and Third-Partner Compliance

All employees and third-party staff who manage or handle personal information have agreed to follow our Privacy Code and the procedures supporting it.

Contact Information

For any questions or concerns regarding your personal information, please contact us:

Phone: 705.812.1322
Email: admin@sevenwealth.ca

You may also contact the Office of the Privacy Commissioner of Canada for assistance:

Toll-free: 1-800-282-1376
Phone: (613) 995-8210
Fax: (613) 947-6850
112 Kent Street Place de Ville Tower B, 3rd Floor Ottawa, Ontario K1A 1H3
or on the Web at: https://www.priv.gc.ca/en/

See What They’re Saying

    
 
 
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   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
  
 
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   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.