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Peter Andreana
Lise Andreana
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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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