- 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.
Conversation…there’s power in conversation. It’s where our thoughts and feelings and goals and aspirations take shape; we transcend and transform in conversation.
At BluestoneFinancial we want to offer conversations about securing wealth and enjoying well-being in multiple formats so that each client can engage in the ways they find most suitable.
If you have never been to the BluestoneFinancial Facebook Page please go, click LIKE, and join the conversation. Together, in conversation, we can answer the great question “How to be Rich”.
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.