- 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.
Last week we attended a Mackenzie Financial conference and heard twelve speakers in eight hours. While that’s a heavy agenda and an exhausting day, it’s a great way to get a handle on what’s going on in the world, and how to invest now, from an impressive lineup of economists and money managers.
As a special treat we spent twenty minutes in a quiet corner chatting privately with Dina DeGeer, Team Leader on Mackenzie Canadian Growth Fund, one of Canada’s top Mutual Funds.
She’s one of our favourite money managers, and when you spend personal time with her a picture quickly emerges: she’s bright, strong and confident; this is a person up for the challenge of managing a Mutual Fund that is closely watched by professionals of all sorts. The spotlight, and the competitive world of professional money management, doesn’t seem to bother her one bit, in fact, she seems to flourish in it.
She told us that work is pretty much all she does (she rises at 3:00AM to do reading and research at home for a few hours before heading to Mackenzie’s Toronto head office). Her only hobby is greenhouse flower growing.
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.