About Bluestone
Who Are We?
Hello. We are a high energy, small team of Financial Advisors serving clients in the Niagara Region and across Canada. Founded in St. Catharines in 1985 by Terry and Patty Rempel, Bluestone Financial is entering an exciting new phase where the founders will continue with investment research and client care, while the next generation grows into leadership roles. Our best work is yet ahead.
Our Mission
What Do We Do?
We help our clients achieve the five elements of wealth and own an investment portfolio that provides them with an income for living their best life.
Our Beliefs
Why Do We Do What We Do?
We are driven by our beliefs:
- Just about anyone can be truly rich.
- Well-being empowers the pursuit of wealth, and wealth enriches the experience of well-being, forming a virtuous upward spiral.
- Sound investing and smart financial planning are integral to living well.
- As more of us live richly others are inspired to follow, making the world better.
Learn more with our free booklet, “Fifty Steps to Wealth & Well-being”.
Our Process
How Do We Do What We Do?
Together with our clients we follow a five-step process we have developed and proven over the past four decades. Each client engages with us at their personal comfort, pursuing their unique interests and goals.
Our Valued Clients
Who Do We Do This For?
Our clients are easy to like, authentic, down to earth, common sense family folk; most are self-made, either small business owners, corporate executives or professionals. They have a net worth ranging from $750,000 to multi-millionaire level, and they possess a sense of who they are and how they want to live.
Many are middle-aged, some are retired. Many have been with us for two or three decades, and some from our start in 1985.
The Bluestone Difference
What Makes Us Different?
We are a small, personal client-centered boutique, with access to the best the financial world has to offer.
We are independent, offering unbiased advice, advice we personally follow.
Our interests are aligned with our clients’ interests. Our fees are structured so that we do well when they do well.
Work With Bluestone
Why Should You Be Our Client?
Because the golden rule is our rule: “Do unto others as you would have them do unto you.”
Because you will gain from the experience and wisdom of our founders combined with the energy and new thinking of our rising leaders.
Because you will find Bluestone Financial your home for financial peace of mind and security.
One Simple Fee
How Do We Charge?
We have a simple transparent fee structure whereby we do well when our clients do well.
We earn a living by receiving a percentage of the investment management fee which is annually disclosed to you in percentage and dollar terms.
We charge no sales fees, redemption fees, account fees, trustee fees or trading fees.
