We offer value to our clients' lives so that they can enjoy more balance, inspiration and fulfillment, while achieving their future financial goals.
There are no direct fees associated to our wealth planning services.
7 Elements Wealth Planning operates as an independent broker with access to a large array of products and services. Our recommendations to you are therefore based on your needs and are not influenced by a specific financial institution. We receive sales commissions by the financial institutions that provide the solutions for your plan*. These commissions are determined by insurance companies.
7 Elements works with a small number of clients to ensure we can spend the appropriate time on your planning needs. Our advisor fees cover the ongoing management of your investments as well as aspects of the 7 Elements Wealth Planning Process.
Fees for investment management services offered by our trusted partners are transparent, fully disclosed and may be tax deductible. The fee is calculated on a declining scale meaning that the percentage charged to your accounts will decline as your account(s) grow. Our fees range from 1.85% down to 1.05% depending on the amount of assets.
Ongoing asset management fees are charged to your investment accounts in order to pay for ongoing planning and maintenance of your accounts. These fees are competitive and follow a sliding scale whereby the more you invest, the less you pay.
To learn more, contact us for a complimentary introductory meeting:
Contact Richard Tremblay at 705-812-1322 ext. 404 or by email
* Insurance products offered through Financial Horizons Inc.