Business Owners



Creating Clarity
Our Process
How We've Helped
Clarity, Simplicity & Wellbeing
Our History
Our Team
In the Community
Success Stories
By Phone or in Person
About the Team
Peter Andreana
Stuart Small
Anita Fair
Lori Latvala
Taylor Gray
Laura Andreana
Lise Andreana
Thomas Sears
Community Involvement
How We Can Help You

As a small family-owned Burlington-based business, Continuum II understands the needs, concerns, and priorities of small business owners. We place importance on being a responsible employer, contributing to the community in which we live and work, and maintaining a solid bottom line that helps us provide for our families.

If you too have a strong commitment to your business, you and your shareholders are committed to success, and you solicit advice from experts who can help you solidify your growth into the next generation, we can help.

Have you ever asked questions like:

  • Could I be taking more money out of my business, after-tax?
  • How can I best protect my business, my business partners and my family?
  • Does my current business structure add value to my estate and family?
  • Does my shareholder agreement force me to do something I simply can’t afford?
  • When I am ready to retire, how do I transfer the business to a family member, or key employee, and get the money I deserve for it while reducing the taxes owing?
  • Is an IPP right for me?
The business you own is deeply tied to your personal livelihood. At Continuum II, we understand the responsibility that comes with juggling your business and personal finances.

To create a business of true value, you know it is important to build a business that can survive without you; at the same time you need to ensure your's and your family's lifestyle is secure even if the business fails.

The advice and assistance we provide to you, via the Business Owner Wealth Continuum ™, is customized to you. We identify any areas of potential risk and work with you to steer around them. Helping you chart your path and bringing your “bigger picture” into clearer focus is something that we are happy to help with.

We take the time to learn about you, your business, and your needs so we can help you achieve your goals.

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