Seven Elements Wealth Planning Inc. - Barrie, Ontario

Matt S.

I have to say Richard and his team know what they are doing! I have only had a few meetings with them, but after the first initial visit you can tell they really know their stuff. Love going over new strategies with them and planning for the future. Richard really listens and is very personable. Not intimidating and just a super down to earth nice guy. I really feel they all work hard to provide goals and strategies that are obtainable and tailored to fit your needs. If your looking for help in planning for the future personally or professionally give them a call. Thanks again to the whole team! You guys rock!

Jenny C.

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.

Robert G.

Richard is very personable and has a very good understanding of the industry. I was very pleased with how he matched our retirement goals and requirements with a plan that will allow my wife and I to really enjoy our retirement.

Ken &. C. B.

Had my first appointment with Seven Elements yesterday. They made me feel completely comfortable and covered all the questions I had. Very professional. Am looking forward to my follow up meeting.
Highly recommend.

11/19/24
Follow up meeting yesterday was extremely productive & helpful. Staff could not have been nicer. Again very professional,
I feel very safe & comfortable with Seven Elements handling my financial needs.
Carol P

Debbie B.

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

Sydney R.

Richard and I just had a meeting in which 1-5 year goals (and more) were discussed. Richards' questions and guidance made me think and helped to clarify my vision for my future. Richard has a few meetings with me every year to update life goals, portfolio performance and any related news. I have been with Richard and Karine for years now, and am truly grateful to have such excellent advice. I trust these good people and highly recommend them to my family and friends. You will be very happy!! Sydney Richardson

TC L.

After meeting with Richard on Friday, I was once again, pleasantly surprised at how much my investments have increased over the years. He and his team have used such wisdom in knowing where to invest and how to keep the numbers growing. I am more confident than ever with Seven Elements Wealth Planning and have recommended them to many of my peers. May Godly favor continue to flood your business!

Suesan M.

Second to NONE! Richard and Karine make my husband and I feel like we are their only clients. We get exemplary service and are more than happy with our portfolio growth. If there were 6 stars, I would not hesitate to give them that!