Wealth Planner
Richard Tremblay
Industry: Financial Services
As a financial planner at Seven Elements Wealth Planning Inc., Richard specializes in creating tailored wealth plans for his clients that encompass goal setting, investment strategies, tax optimization, and risk management. His objective is to empower clients to achieve their financial aspirations by implementing comprehensive and personalized solutions.
Outside of work, Richard spends his time volunteering as an assistant coach for his children’s baseball teams. He finds it to be a rewarding experience to support and mentor young athletes, helping them develop both their skills on the field and important life lessons off the field.
Team Cat or Dog? Team Dog
Fun Fact: “I enjoy a fun tradition of crafting maple syrup each spring alongside my neighbours. Together, we tap the maple trees in our downtown Barrie properties, transforming their sap into delicious syrup right in the heart of our community.”
What is special about your business?
“As a financial planner and co-owner of our firm alongside my wife, one of our primary business goals is to make a meaningful difference, not only in the lives of our clients but also within the Barrie community. We aim to cultivate a financial planning practice that goes beyond just managing wealth; we want to empower individuals and families to achieve their dreams and secure their futures. Additionally, we aspire to actively contribute to the betterment of our community by supporting local initiatives, organizations, and causes that align with our values.”
Can you share any exciting projects or initiatives your business is currently working on?
“We’re excited to announce the expansion of our group benefits offering. As part of this exciting development, we’ve strengthened our team by hiring in-house staff allowing us to provide even more comprehensive and tailored solutions, ensuring that our clients and their employees receive the highest level of care and support for their financial needs”
What’s Your Favourite Thing About the Sandbox?
“What I love most is the close-knit vibe among fellow business owners. I enjoy picking up insights from others, lending a hand to fellow entrepreneurs, and helping newcomers find their footing. And being on the board gives me the chance to help keep our community vibrant, full of innovation and opportunity, while keeping to Sandbox’s mission.”
If you see me at the Sandbox, ask me about…
“Ask me about my love for Formula 1 racing and the fun adventures I’ve had in Montreal with my friends during the Canadian Grand Prix weekends”
Richard’s Top Picks
