Inspiration behind 7 Elements
7 Elements Wealth Planning was founded on the basis of helping people achieve financial peace of mind through mindful wealth planning.
Jacques, Karine, and Richard have been providing Financial Guidance to clients for over 60 years of combined industry experience and have amalgamated their Financial Practices to establish 7 Elements Wealth Planning. The shift from individual financial practices between Karine, Richard, and Jacques was designed with succession and client transition. Jacques will continue to serve and advise clients while bridging a transition of client services to 7 Elements Wealth Planning. Clients can expect the same great service and advice from Jacques for years to come with the added benefit of having Karine and Richard gratefully available to meet and serve new clients.
In association with Stonebrooke PWM.
The adage of “There is strength in numbers” is why having a team of professionals with in-depth knowledge and experience is meaningful to our clients. We are proud to offer additional complex financial planning, working with Stonebrooke Private Wealth Management. This partnership provides access to industry professionals in Financial Planning, Portfolio Management and Estate Planning.
