About Bluestone Financial | St. Catharines Financial Planning Firm
About Bluestone

Who Are We?

Hello.  We’re Terry & Patty Rempel, founders of financial advisory firm Bluestone Financial, Certified Financial Planner® professionals and Certified in Applied Positive Psychology.

Practicing since 1985, we have developed a process to achieve solid results for our clients.

Born and raised in St. Catharines, we live in an historic downtown home that we personally renovated, and is the location of our office.  Our son Josh is a family physician in Niagara. The three of us spend weekends renovating his mid-century home.

We enjoy a simple lifestyle, striving to fill our life with purpose and pleasure, and good people.  We believe in life-long learning and ongoing personal growth, pursuing physical, social, psychological and spiritual health – and, of course, financial health too.  We consider ourselves fortunately blessed and self-made, reflecting our belief that just about anyone can “be rich”.

About Bluestone

What Do We Do?

We help our community of clients to secure wealth and enjoy well-being, to be rich.

Click here to view “The Bluestone Be Rich Blueprint”.

About Bluestone

Why Do We Do What We Do?

We believe it’s wonderful to be wealthy and most people can achieve wealth.

We believe there’s a synergy between wealth and well-being that empowers people to become truly rich.

We believe as more people become truly rich the world becomes a better place.

About Bluestone

How Do We Do What We Do?

Together with our clients we follow a strategic pathway that we have developed and proven over three decades.

Click here to view “The Bluestone Be Rich Way”.

About Bluestone

Who Do We Do This For?

Our clients are easy to like, authentic, down to earth, common sense family folk; most are self-made, either small business owners, corporate executives or professionals. They have a net worth of approximately $750,000 to multi-millionaire level, and they possess a sense of who they are and how they want to live. Many are middle-aged, some are retired. Many have been with us for 10 or 20 years, and some from our start in 1985.

About Bluestone

What Makes Us Different?

We offer our clients the personal client-centered nature of our boutique, Bluestone Financial, while offering our clients access to the best of the financial world.

We live our practice. Our interests are aligned with our clients’ interests. We offer independent, unbiased advice, advice we personally follow.

Our clientele is our community.  We walk the way of wealth and well-being with our clients.

About Bluestone

Why Should You Do This With Us?

Because the golden rule is our guide: “Do unto others as you would have them do unto you.”

Because our Bluestone community is a wonderful place to pursue wealth and well-being.

Because together we can each be rich.

Wealth and Well-being. Be rich.

Free e-Booklet
How To Be Rich

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"How to be Rich” e-Booklet