- 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.
April 27 is our wedding anniversary. Patty and I have been married for 33 years. To say that I got lucky is quite an understatement.
Patty and I have been lucky in another way. Throughout our married life we have had the awesome privilege of watching our clients live their lives. This has been life changing for us. The lessons we learnt from you clients opened our minds to thinking about the secret to success.
We first observed, watching you, that wealth and well-being go together. We saw that you weren’t just pursuing financial wealth, you were also pursuing personal well-being. Slowly we came to realize that the question is not how to GET rich, the question is how to BE rich. This is one of the great lessons of life, and it was watching you that first opened our eyes to it.
In our booklet, HOW TO BE RICH, we write, “To accomplish wealth & well-being one requires a group of like-minded and supportive friends. It takes a community.”
Thank you for being our Bluestone Community. Our life is better because of you.
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.