Terms of Use

ACCEPTANCE OF CONDITIONS

By accessing this website, visitors accept, without limitation or qualification, the Terms and Conditions outlined below, as well as all applicable laws. 7 Elements Wealth Planning Inc. (Seven Elements) may revise these Terms and Conditions at any time by updating this posting. Visitors agree to be bound by such revisions and should periodically revisit this page to review the most current Terms and Conditions.

LICENSING

Seven Elements is licensed for Life Insurance and Accident & Sickness products in the province of Ontario. The use of this website is restricted to residents of this province.

INFORMATION ACCURACY

While the content of this website is believed to be reliable at the time of posting, Seven Elements cannot guarantee that the information is current, accurate, or complete. The information is subject to modification and updating from time to time without notice.

WEBSITE CONTENT

The information provided on this website does not constitute an offer to buy or sell products or services. It is not intended to provide insurance, financial, legal, accounting, or taxation advice. Under no circumstances should you rely on this website’s content for such advice.

TRADEMARKS AND COPYRIGHT

All contents of this website are the copyright of Seven Elements and are protected under the copyright laws of Canada and other countries. All rights are reserved. Certain content on this website may be copyrighted by others. The information on this website may be copied for personal use only and may not be reproduced or distributed in whole or in part for any other purpose without prior written permission from Seven Elements. Any infringement of Seven Elements’ rights will result in appropriate legal action.

HYPERTEXT LINKS

This website may contain hypertext links to other websites. These links are entirely independent of this website and should not be construed as an endorsement or affiliation with the linked websites, their entities, or their products and services. The right to reproduce and use the content of linked websites is subject to the terms and conditions set by the respective owners, and access is at your own risk.

PRIVACY AND SECURITY

Seven Elements adheres to privacy standards, both legislated and self-imposed, to safeguard your personal information. Our rules are established by this Privacy Policy, the Code of Business Conduct (which applies to our directors, officers, and employees), and other industry guidelines and applicable laws. We develop and maintain procedures to ensure compliance with these rules, collecting only the personal information necessary to fulfill the identified purposes.

However, complete privacy, confidentiality, and security over the Internet are not yet fully achievable. Therefore, Seven Elements shall not be held responsible or liable for any harm or loss arising from the use, communication, or transmission of information, including private, confidential, or sensitive information, to or from this website.

LIABILITY

Seven Elements, its subsidiaries, affiliated companies, officers, directors, employees, or any individuals associated with the creation of this website, are not responsible for any harm, loss, or damage arising in connection with the use of this website, including, but not limited to, any direct, indirect, special, third-party, or consequential damages, however caused.

The laws of Canada and the laws of your province of residence shall govern the interpretation, validity, and effect of this agreement and any use of this website.

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.