- 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.
Thank you, to all who attended our May 4 BluestoneSeminar.
We have long known there is something special about our Bluestone community. So we were not surprised by the flattering feedback we got from Sean Crockett, our Fidelity guest. He was so impressed by what a fun and relaxed group we are, and he was mega impressed by how interested and keen you all are. In fact, he so enjoyed being there that he told us he would love to come again sometime.
We’re always bragging about you clients, so it’s very satisfying when an industry executive comes and sees it for himself. Thank you, each and every one of you. We’re so very fortunate to have such a wonderful community.
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.