- Owning an investment portfolio that provides an income for life.
- Achieving the five goals by managing the seven areas of money.
How are you doing?
Measure your progress with The Bluestone Hierarchy.
Last week we spent an afternoon at the head office of CI Investments. Along with about fifty other financial advisors we heard five speakers in five hours: three money managers, a tax expert and an estate expert. We do this sort of thing regularly and always enjoy it and learn a whole bunch. The money managers were mostly positive in their outlook (continued economic growth and low interest rates make favourable conditions for stock markets).
We often wish we could take all of you clients along with us to see how these folks work. So…next best thing…we’re bringing a Vice President from Fidelity to our Spring BluestoneSeminars so you can get a first-hand experience. Please mark May 4 on your calendars.
This memo was prepared solely by Terry and Patty Rempel who are registered representatives of FundEX (a member of the Mutual Funds Dealers Association of Canada and the MFDA Investor Protection Corporation). The views and opinions, including any recommendations, expressed in this memo are those of Terry and Patty Rempel. Bluestone Financial is a personal trade name of Terry and Patty Rempel.