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
overall rating of 4.9 out of a possible 5 points on service!
(according to survey completed December 2010)

As you know, we recently conducted a client audit and we want to provide you with a summary of the feedback that we received. The goal of the survey was to gain a better understanding of your needs and interests, and to ensure the service that we provide meets or exceeds your expectations.

We are pleased and honoured that our clients gave us an overall rating of 4.9 out of a possible 5 points on service! 97% of you are very satisfied with us. Thank You, we have worked very hard to deliver that service. These results are extremely gratifying.

I am confident in the skills of my financial advisors support team: 4.8/5.
My account is handled with few errors: 4.8/5.
The frequency that my advisor contacts me meets my needs: 4.7/5.

We can, of course, always find room for improvement. Based on your suggestions, we have made some changes to our business to ensure you hear from us consistently and we have the resources to meet your needs.

To that end, you can expect to be contacted by our office at the frequency outlined in your Service Agreement, with the option to have the meeting either face to face or via the phone depending on your preference. 36% of clients find phone meeting more efficient. If you don’t have a Service Agreement, or not sure of your frequency, please contact us and we will get the information to you.

How would you like to receive communications from us? 85% of you value e-mail.

In addition, with most respondents preferring e-mail as the primary means of contact, we will try to contact you in this form whenever possible. However; if you do not wish to receive e-mails from us, please be sure to let us know. We are happy to switch you to some other form of contact upon your request at any time.

My financial advisor fully understands my goals for the future: 4.7/5.

You should have a clear and structured plan in place to meet your financial goals. In some cases our clients were unclear as to the details of the plan and the range of services that we provide. Don’t have a printed copy of your financial plan? Contact us and we will get that to you. Also be sure to check our web site to see the full range of products and service we have available to you in order to meet your planning goals.

I would recommend the services of my advisor to my family, friends and colleagues: 4.8/5.


Watch for the Pre-Appointment Review Continuum™ to arrive just before your next review is due. By filling in the checklist and returning it to us before your appointment, both you and your Continuum II advisor will have a better understanding of your present and future goals, while providing direction for the meeting regarding what you would like to accomplish, and highlighting any planning gaps that need discussing.

Your advisor is considering offering a Pre-Appointment Review Checklist, would you value this?: 87% said yes.

Thank you to all, for taking time to complete the survey. If you have any questions on the results, please call or email us
. We are always delighted to hear from you. 

The winner of the draw for a $150 gift certificate was R & E Goodwin of Burlington. Congratulations!

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