Winter 2016 - Bluestone Financial
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Winter 2016

December 20, 2016 | Memo

Seasons Greetings from Bluestone Financial

This time of year makes one stop and think…
another year has slipped by,
so much to be thankful for, so much to look forward to.


As we look back over 2016 three things especially fill us with gratitude:

  • Our wonderful clients are always a joy to know and to work with. Whether it’s chats on the phone, visits in our office, or gathering at our breakfasts, it’s always a joy.
  • This year we began working with George Hartman, a long-time practice management coach. He’s going to be a great help as we continue to strive to improve our practice.
  • FundEX has proven to be a terrific partner; we’re so glad we joined up with them.


As we look forward to 2017 three things we are especially looking forward to:

  • We believe our investments are in great shape and we look forward to continuing our research and developing even better investment ideas as we go forward.
  • We are so happy to be offering Mutual Funds without sales commissions; no front load, no rear load; No load! Clients prefer this and so do we.
  • We look forward to taking on a dozen new clients in 2017, at a slow pace, perhaps one per month, and we’ll give preference to folks our clients refer.

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.

Merry Christmas & Happy New Year
May peace, joy and love come your way.

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.

Wealth and Well-being. Be rich.

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