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Seven Elements Wealth Planning Inc.Financial advisor in Barrie, ON

Seven Elements Wealth Planning Inc. is a financial advisor at 150 Dunlop St E Suite 201, Barrie, ON L4M 6H1, ranked #6 of 69 financial advisors in Barrie and rated 5.0 from 31 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Barrie, ONUpdated 0 paid placements in any rankingHow we rank

Call (705) 812-1322Website ↗

Key facts

Key facts about Seven Elements Wealth Planning Inc.
Address150 Dunlop St E Suite 201, Barrie, ON L4M 6H1Get directions
Phone(705) 812-1322
Websitesevenwealth.ca
HoursMonday to Thursday: 9 AM – 5 PM; Friday: 9 AM – 4 PM
Google rating5.0 from 31 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Barrie and 5 towns within 40 km: Angus, Keswick, Alliston, Orillia and East Gwillimbury.

Based in Barrie, ONView on map

Opening hours

Opening hours for Seven Elements Wealth Planning Inc.
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 4 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Seven Elements Wealth Planning Inc.

How is Seven Elements Wealth Planning Inc. ranked in Barrie?

Seven Elements Wealth Planning Inc. is ranked #6 of 69 financial advisors in Barrie by RFA Score, with 70 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Seven Elements Wealth Planning Inc.’s hours?

Seven Elements Wealth Planning Inc. is open Monday to Friday. Its listed hours are Monday to Thursday, 9 AM – 5 PM; Friday, 9 AM – 4 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Seven Elements Wealth Planning Inc. serve?

Serves Barrie and 5 towns within 40 km: Angus, Keswick, Alliston, Orillia and East Gwillimbury. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Seven Elements Wealth Planning Inc.?

Seven Elements Wealth Planning Inc. has a rating of 5.0 from 31 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Seven Elements Wealth Planning Inc.?

Call Seven Elements Wealth Planning Inc. on (705) 812-1322. The business is at 150 Dunlop St E Suite 201, Barrie, ON L4M 6H1. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Seven Elements Wealth Planning Inc. compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Seven Elements Wealth Planning Inc. (this business)—705.0 (31)NoNo
Dunbrook Associates#4744.9 (92)YesNo0.0 km
Bidwell Financial Services Inc.#5715.0 (40)——3.7 km
Assante Capital Management Ltd. - Josh McQuay#7704.9 (28)NoNo5.9 km

See all 69 ranked financial advisors in Barrie