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Fall 2016

September 1, 2016 | Memo

The Bluestone Process

for securing wealth and implementing sound financial planning.

1. Personal Financial Planning

  • our process is customized to reflect each client’s personal financial objectives
  • our process is implemented at clients’ discretion and with clients’ input
  • clients’ evolving needs and goals direct ongoing financial analysis

2. Holistic Approach

  • a comprehensive process, covering a broad spectrum (cash flow, debt management & pay down, education funding and retirement planning, and most important – investments)
  • clients’ estate plans are regularly reviewed and updated
  • each client’s household balance sheet is central to the process, carefully considering the nature and balance of assets & liabilities, with a view to growing net worth

3. Growth Investing

  • our process is driven by the pursuit of superior long-term investment results
  • the Bluestone team searches for top Mutual Fund money managers
  • the Bluestone team monitors these managers with ongoing due diligence
  • tax minimization strategies are considered at each step

4. Behind the Scenes Care

  • we carefully and accurately manage and monitor the details and administration of each client’s account
  • our rigorous ongoing research ensures top success strategies are recommended to clients
  • copies of strategic documents are maintained in confidential client files (investments, insurance, mortgage, tax, pension, estate, etc.)

5. Bluestone Community

  • clients’ investments and strategies are reviewed and adjusted in regular personal meetings
  • seminars and memos keep clients informed, inspired and connected
  • our Bluestone website provides information and private account access
  • Terry and Patty Rempel remain available and responsive to client inquiries and requests

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.

Let’s connect. We’re happy to hear from you.