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
  • Estate solutions
  • Gifts to children and grandchildren
  • Will reviews
Retirement planning, including
  • Sources of income
  • Review government and employer pensions
  • Providing pension analysis and tips for maximization
  • Analysis of employer Health & Dental benefits
  • Analysis & recommendation for funding a second home, cottage, RV or dream holiday
Investment planning, including
  • Portfolio analysis and recommendations
  • Product allocation; how to best access income sources during retirement
  • Recommendation for timing and source of income stream
Insurance analysis, including 
  • Charitable/Planned giving options and plan
  • Estate planning
  • Needs Analysis planning for late stage retirement including home and facility care
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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