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Lise Andreana



"I ask questions which often uncover multiple issues,

                   giving us the opportunity to create 

                                     the best possible solutions"





Lise Andreana CFP

Founder of Continuum II Inc.
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Recent Media Spotlights

Founder of Continuum II, Lise made it her mission to develop a business that prided itself on providing clients with the clarity, simplicity and well being to build the most effective financial portfolios. With a great team behind her, Lise retired at the end of 2014 passing her accounts to Peter Andreana and Stuart Small. Although she is now retired, Lise continues to lend a hand when she can.

Helping you transition your wealth between generations and to your heirs was where Lise excelled. In particular, Lise had emotional and technical skills to work with traditional families as well as couples, who had adult children from previous relationships- helping to ensure their estates were distributed according to their values and wishes. Lise was also an expert on responsible gifting strategies that could reduce tax, helping you to contribute efficiently to the social and charitable causes that are important to you.

Lise Andreana, Continuum II, Author

Lise is also the proud author of the following titles:

  • Financial Care for Your Aging Parent (2014)
  • Inheritance: How to receive one; how to leave one (2014)
  • No More Mac'n Cheese!: The Real-World Guide to Managing Your Money for 20-somethings (2011)


My Unique Abilities

  • Energetic and hard working
  • Creator of unique solutions to meet unique needs
  • A big picture thinker, capable of thinking decades into the future
  • Good listener, who hears the underlying message
  • Simplifies complex situations into one clear idea

 



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