- 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.
Happy New Year
We get excited about our work in 2020 because we get to work with such a wonderful community of clients. Thank you. THANK YOU!!
Please call us anytime you feel like chatting; and please come to our seminars, come to our office for meetings, and please make any suggestions you like on how we can make 2020 a wonderful year for all of us.
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.