- 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.
For the past two years we have run a monthly breakfast meeting for FundEX financial advisors in the Niagara Region. It’s been a great experience of learning and growing together, and we’ve made some good friends. This month we arranged for our FundEX President, David Chapman, to attend.
He shared with our group the results of a recent study examining how FundEX financial advisors across Canada are doing with their clients’ investments. We were so pleased when Dave told the group that out of the hundreds of financial advisors they studied, the name “Terry Rempel” appeared near the top in achieving high investment returns for clients.
We are proud of this, and we hope you are glad to hear about it. We are especially proud because we are achieving near top returns for you with investments that fit your risk tolerance. Our investment target at BluestoneFinancial is the golden sweet spot: the optimal balance between a potential for high investment returns and high capital safety.
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.