The Bluestone Process

Together with our clients we follow the Bluestone five-step process for securing wealth and implementing sound financial planning:
The Bluestone Process

Personal Financial Planning

  • Our process is customized to reflect each client’s personal financial objectives.
  • Our process is then implemented at clients’ discretion and with clients’ input.
  • Clients’ evolving needs and goals direct ongoing financial analysis.
The Bluestone Process

Holistic Approach

  • Our process is comprehensive, 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.
The Bluestone Process

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.
The Bluestone Process

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.).
The Bluestone Process

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.

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