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
  • A friend
  • A family member
  • A colleague

who shares the same values, synergy and intelligence as you, and who could use the expert Financial Planning advice of a Continuum II advisor.

voted 4.8 out of a possible 5
I would recommend the services of my advisor and Continuum II to my family, friends and colleagues. 
 (according to survey completed December 2010)
Making a referral just got better! 

Want to help more of your family and friends achieve their financial goals with a clear and simple process to give them financial well being?  Continuum II can help.  You hold the key to making it all happen. 

We are growing, and now accepting new clients referred to us by you.  These people have values just like you, and appreciate quality insurance, investment and financial planning advice.

We are grateful for your loyalty and the confidence you place in us.  Rest assured, your information is always kept in the strictest of confidence.
Simply fill out the form linked on this site for each person who you think would benefit from meeting a Continuum II advisor.

Check out the great prizes below!

The more people you refer, the more chances to win!


Continuum II's Top 5 Refer a Friend Tips


  • Contest closes June 3, 2011. 
  • Draw will be conducted by an outside party not affiliated with Continuum II and shall take place on June 9th 2011 prior to 11:59pm, the winners will be announced on June 10, 2011 via personal phone call and in addition will be listed on this site. 
  • A referral is considered qualified if submitted via the link on this microsite, and in a position with the potential to need or use the services of Continuum II
  • A skill testing question will have to be answered by all winners before prizes can be awarded.
    What is (10x10) - (5+20) + 75 = ?
  • 1st prize of iPad: Approximate retail value of $570
  • 2nd prize tickets for Totem are for Saturday August 27th 2011 at 8pm. with dinner gift card, approximate retaile value of $400
  • 3rd prize gift card retail value of $100
  • Restaurant or retailer gift cards awarded are to the locations of your choice as long as they are a national chain.
  • Contest open to those 18 years of age and older. Odds of winning depend on number of entries received. There is no limit on the number of contest participants. Prize must be accepted as awarded. 1st ballot drawn is for the 3rd prize, 3rd ballot drawn is for 1st prize.

    Disclaimer:  While we appreciate every referral you make to us, a referral does not guarantee the individual will become a client of Continuum II.  Our process aims to ensure there is a good fit between our clients and us.  We always aim to ensure whoever is referred to us is a good fit for the Advisor, for the Company, as well as for your family, friend or colleague.   Family members of Continuum II are welcome to make referrals but are not eligible to win prizes.

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