- 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 Mission at BluestoneFinancial is to walk the way of wealth and well-being together with our clients. To fulfill this mission we follow a process, “The Bluestone Process for Wealth & Well-being”, a methodical approach to helping our clients secure wealth and enjoy well-being.
The Bluestone Process offers just about anyone a fair shot at being rich.
The Process offers five areas of engagement. Clients are free to choose whatever way best suits them: jump with both feet into all five, or selectively engage in whatever way is appealing and speaks to one’s needs and goals. Clients are free to feel their way to a Bluestone experience that is just right for them.
The five elements of The Bluestone Process are: Personal Expression, Wealth Management, Growth Investing, Behind the Scenes Care, and Bluestone Community.
You can view The Process on our website. In the coming weeks we’ll discuss these five in more detail.
We invite you to engage in our efforts to serve you, in a way that suits you, and best allows you to gain the most from our efforts on your behalf. Our mission is your wealth and well-being and our Process is where the rubber meets the road.
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.