For the past four decades, Bluestone Financial has helped clients in the Niagara Region and across Canada grow and protect their wealth, with sound investment strategies and smart financial planning.

As expert Financial Advisors, and Certified Financial Planner® professionals, we specialize in creating investment portfolios designed to deliver a sustainable income for life. We help our clients implement rich retirement plans, tax-efficient strategies, and estate plans that secure their legacy.

Whether you’re looking to optimize your retirement income, minimize taxes, or establish a robust estate plan, our team is here to guide you every step of the way.

We’re dedicated to helping you enjoy financial peace of mind and financial freedom; to secure wealth that enriches your well-being and makes you truly rich.

We welcome new clients. Contact us today to start building your brighter financial future.

 

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Terry Rempel

Terry Rempel

Financial Advisor
Certified Financial Planner®

Patty Rempel

Patty Rempel

Financial Advisor
Certified Financial Planner®

Ana Maria MORALES UNIBIO

Ana Maria Morales Unibio

Administrative Service Manager
Research Director

The Bluestone Mission

Walk the way of wealth and well-being together with our clients.

The Bluestone Philosophy

Wealth and well-being are like a horse and carriage, one pulls and the other carries; together they will take you on a journey to be truly rich.

The Bluestone Goal

Truly rich clients inspiring others to do likewise, making the world better.

Bluestone Financial
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Ivan Tjan
13:12 28 Apr 25
Terry and Patty are amazing to deal with, sincerely kind and knowledgeable. Thanks for all your help guys!
Jen B
16:29 27 Apr 25
Terry and Patty are wonderful to work along side and are always there to support me with financial needs and questions !
Sharron Thompson
13:03 24 Apr 25
We have been with Bluestone for 32 years. Of all the professional services we use, we have been with them the longest. Speaks to their honesty, dedication and responsiveness.
Moira Sanders
09:41 23 Apr 25
Patty and Terry are some of the kindest, most thoughtful financial people we have ever dealt with. We found out about Patty and Terry through word of mouth and we liked their philosophy on investing (and life) and also felt comfortable that they would do their best for us. Pretty sure their track record speaks for itself so I will just say that it’s always a pleasure dealing with Bluestone and anyone would be lucky to have them in their corner. Thank you to the Bluestone team!
Vito Catella
20:30 20 Apr 25
I have been a client of Bluestone for many years and I am extremely happy with the services provided. It’s always a pleasure to visit Patty and Terry where we are treated as friends as well as clients.
Ellery Penner
20:41 19 Apr 25
We have been very pleased with the service that Bluestone Financial has provided for our family. We trust Terry and Patty’s experience and believe that they want the best for us and for our children as they grow. We are grateful for their guidance so far and trust that they will continue to help us maintain our finances into the future. Thanks to both of you for all you do to keep us going!
Lucy Fournier
14:50 17 Apr 25
Having Patty and Terry as advisors for 30 years, I can say they have high integrity and have helped us create a successful retirement portfolio.
Mike Dube
01:10 17 Apr 25
Terry and Patty are genuine down to earth people. They care deeply about what they do and make you feel like family. We love that about them. Meet them and I think you will agree.
Beth Dube
01:08 17 Apr 25
Terry and his team are extremely knowledgeable, responsive and understand how our financial goals change over time. I feel like family at every interaction and they truly care about you and your financial and emotional wellbeing. Highly, highly recommend.
Mike Dube
01:08 17 Apr 25
Intelligent and personable service. I can’t say enough about Terry and his team. They have been taking care of my parents and grandparents investments for years and now are helping my wife and I navigate our finances as we grow our family. You will not be disappointed and you will always feel like a valued client.