- 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.
Next Saturday, January 18, is our first breakfast seminar of 2020.
Please come. We’re looking forward to starting the new year, and the new decade, together.
We’ll be talking about three ways to manage your financial affairs and flourish.
Go ahead and register on our website or call 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.