Hello. We are a high energy, small team of Financial Advisors serving clients in the Niagara Region and across Canada. Founded in St. Catharines in 1985 by Terry and Patty Rempel, Bluestone Financial is entering an exciting new phase where the founders will continue with investment research and client care, while the next generation grows into leadership roles. Our best work is yet ahead.
We help our clients achieve the five elements of wealth and own an investment portfolio that provides them with an income for living their best life.
Click here to view our guiding philosophy.
We are driven by our beliefs:
Click here to receive our free booklet, “Fifty Steps to Wealth & Well-being”.
Together with our clients we follow a five-step process we have developed and proven over the past four decades. Each client engages with us at their personal comfort, pursuing their unique interests and goals.
Click here to see how we work for our clients.
Our clients are easy to like, authentic, down to earth, common sense family folk; most are self-made, either small business owners, corporate executives or professionals. They have a net worth ranging from $750,000 to multi-millionaire level, and they possess a sense of who they are and how they want to live. Many are middle-aged, some are retired. Many have been with us for two or three decades, and some from our start in 1985.
We are a small, personal client-centered boutique, with access to the best the financial world has to offer.
We are independent, offering unbiased advice, advice we personally follow.
Our interests are aligned with our clients’ interests. Our fees are structured so that we do well when they do well.
Because the golden rule is our rule: “Do unto others as you would have them do unto you.”
Because you will gain from the experience and wisdom of our founders combined with the energy and new thinking of our rising leaders.
Because you will find Bluestone Financial your home for financial peace of mind and security.
