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

Transparency, due diligence, and keeping your best interests in mind are important to the Continuum II team.

Our most significant product – indeed, the core of our business – is the creation, implementation and maintenance of your holistic financial plan.

We provide you with a Letter of Engagement, which clearly outlines the services you can expect from us. These services may include some or all of the following:

Financial planning, including
  • Conservative planning based rate of return and inflation assumptions
  • Budgeting
  • Debt management
  • Net worth projections
  • Risk management, life and health insurance analysis
  • Pay down debt or save for retirement?
  • Saving for children’s education
  • Retirement savings, goal setting and strategies to meet goals
  • Analysis of Employer Health & Dental Benefits and Retirement Benefits
  • Will reviews
Retirement planning, including
  • Savings targets
  • Review Government and Employer pensions
  • Providing pension analysis and tips for maximization
  • Analysis & recommendation for funding a second home, cottage, RV or dream holiday
Investment planning, including
  • Wealth accumulation techniques to help meet goals
  • Portfolio analysis and recommendations
  • Recommendation for reducing taxation
Insurance analysis, including
  • Mortgage insurance
  • Income replacement in the event of disability
  • Protecting family income in the event of death
  • Estate planning
  • Tax free lump sum critical illness benefit
Regular pre-determined reviews and plan management
  • Appointment reminders
  • Private Wealth Continuum Binder™ for important documents
  • Scheduled Reporting (print or electronic)

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