- 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.
Our philosophy and strategy at Bluestone Financial draws on “Positive Psychology, the Science of Human Flourishing”. In 2018, after many years of study, we earned our CAPP, “Certificate in Applied Positive Psychology”.
Research identifies the six factors of a flourishing life: Positivity, Engagement, Relationships, Meaning, Achievement, and Vitality; PERMAV. You can read more about this in our booklet, “How To Be Rich”.
A powerful synergy emerges when one simultaneously aligns their wealth to pursuing PERMAV, and applies their PERMAV to pursuing wealth. A power to secure wealth and enjoy well-being. To be rich. To flourish.
We love our work at Bluestone Financial, and we love how our clients join us in this journey.
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.