For the past four decades, Bluestone Financial has empowered Canadians, especially in the Niagara Region, with expert, personalized wealth strategies. Our boutique team of Financial Advisors and Certified Financial Planner® professionals guide clients toward long-term financial security and freedom. We offer a comprehensive financial planning process, backed by customized investment portfolios that generate sustainable income, and support life goals. Our services include: *Retirement income planning *Tax-smart strategies *Estate planning & legacy preservation *Registered accounts (RRSP, RRIF, TFSA, RESP, RDSP, FHSA) and non-registered accounts *Global, professionally managed investment portfolios utilizing ETFs, mutual funds, managed portfolios and private pools
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Bluestone Financial Questions
The Bluestone Financial annual revenue was $5 million in 2026.
Terry Rempel is the President Bluestone Financial, Financial Advisor, Certified Financial Planner® of Bluestone Financial.
3 people are employed at Bluestone Financial.
Bluestone Financial is based in St. Catharines, Ontario.
The NAICS codes for Bluestone Financial are [523, 52, 5239, 52393].
The SIC codes for Bluestone Financial are [628, 62].
Top Bluestone Financial Employees
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Ana Maria Morales Unibio
Administrative Services Manager at Bluestone Financial
St. Catharines, ON, CA1
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