- 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.
Would you like to inspire someone you care about?
Forward our website address to a loved one and encourage them to download and read our free e-Booklet, “Wealth & Well-being, How To Be Rich”. You may be surprised to discover how much people are looking for exactly this kind of direction in their life. Invite them to have a coffee; this booklet can be the inspiration for an amazing discussion, and together you can walk the steps to be rich. This may be one of the most important gifts you give this holiday season.
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.