- 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.
As we look back over 2016 three things especially fill us with gratitude:
As we look forward to 2017 three things we are especially looking forward to:
This is our 31st Christmas season in practice and many of our clients have been with us for many of these years. We would be remiss if we did not say, especially at this time of year, that we are blessed with a wonderful clientele to work with and to enjoy as friends.
Through the decades we have watched children grow up and loved ones pass on; we have witnessed the joy of marriages and seen the pain of divorces; we have celebrated clients’ good fortunes and sympathized with misfortunes.
Through it all we have never stopped being overwhelmed with gratitude for the awesome privilege of journeying through life with our wonderful clients.
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.