Our team is committed to keeping a proactive and ongoing dialogue with our clients. We bring ideas and resources to make sure they don’t miss out on any opportunities. We are proud of our reputation of helping hundreds of families achieve their financial dreams by managing their wealth as reliably as if it were our own.
Jacques Boulet | CPA, CGA, ICD.D
FINANCIAL COACH
Helping people make smart decisions about their money.
With a background in banking followed by a corporate career in manufacturing then moving into the financial planning world in 1985, Jacques has developed a broad based business background that has translated into relationships with clients, some of which have lasted up to 35 years. Clients have described him as a person they can trust and rely on to help them deal with family financial decisions that keep coming at us throughout our lifetime. Jacques has been through all life cycles with clients from career building, marriage, the birth of children to their graduation from university, death, and the transition of wealth from one generation to the next and Jacques has been there providing guidance, advice, and support. Frequently Jacques is referred to as much a therapist as a financial advisor. This is how why and the term “Financial Coach” is applied to the services provided by Jacques.
In this final chapter of Jacques’ business life, the importance of carrying this business methodology for existing and future clients was critical. The result is the formation of 7 Elements Wealth Planning with Richard and Karine Tremblay, a dynamic couple, young enough to carry the torch well into the future, smart enough to carry on the tradition of creating smart financial solutions, and most importantly, committed enough to develop their skills and be the Financial Coach our clients deserve today and in the future.
Richard Tremblay | R.R.C.
BUSINESS DEVELOPMENT
Helping people live better, laugh more and stress less.
As a banker turned entrepreneur, Richard believes the best way to drive innovative solutions to safeguard, grow and create financial comfort for clients is by surrounding them with a team of creative, passionate experts and industry visionaries.
Richard co-founded ABEX Private Wealth Management Group, now operating as Stonebrooke PWM, in 2014 with the guiding principal of collaboration. Shortly thereafter, he and his wife joined forces with Jacques to build upon a common goal to help clients achieve the financial freedom and peace of mind they truly deserved through proper financial and retirement planning.
Richard has earned the Registered Retirement Consultant® designation. His wife Karine and their 3 children enjoy a full active life in Barrie, ON.
Karine Tremblay | B.Sc.N.
FINANCIAL ADVISOR
Organized and detail oriented, Karine's resourcefulness and tenacity is reflected in how efficient the firm operates. From creating internal processes to ultilizing cuting edge technology, Karine's leadership in this area is key to the success of 7 Elements Wealth Planning.
A native Montrealer, Karine worked as a Registered Nurse for 15 years prior to making a career change into the financial industry in 2015. Karine has completed the Life License Qualifying Program (LLQP) and is studying to obtain the Certified Financial Planner designation.
Home is Barrie, Ontario where Karine enjoys running and paddle boarding on Lake Simcoe with her husband Richard and their three children.
Let's get acquainted.
We are proud of our reputation of helping countless families achieve their financial dreams by managing their wealth as reliably as if it were our own.