We build you a cost-effective plan that meets your employee needs and then we take care of everything including liaising with your employees, answering questions and ensuring every member of your team always feel well taken care of.
We’ve built our reputation managing investments to reduce risk and help maximize gains. At every step we deliver reports that give you clarity making it easy to see where you are relative to your goals.
The financial plan we create with you is as unique as your fingerprint. It takes into account your specific goals, your dreams, your money style and how you want to live your life now and later.
Insurance is peace of mind for the living and an essential part of the financial plan for those you leave behind. We handpick policies based on your specific needs and then manage all the details for you.
Working with a premier, boutique, referral only financial services company like Continuum II means you can breathe easy. We specialize in working with business owners, professionals, executives and retirees with investable assets of $100,000+ and ensuring their Financial Planning, Investments and Insurance are all professionally and actively managed.
And if you’re a business leader, you’re in good company. No other firm is more trusted than Continuum II for Employee Benefits.
We help you achieve financial well-being today and tomorrow; working together towards making your dreams a reality and providing a transformative experience.
Our business and financial knowledge means we have the answers to your questions or know where to find them. We believe in transparency. No hidden fees or costs. We share the fee structure. We simplify the complex and handle all the details, so you don’t have to. Welcome to financial peace of mind.
The comments contained herein are a general discussion of certain issues intended as general information only and should not be relied upon as investment, financial, legal, accounting or tax advice. Please obtain independent professional advice, in the context of your particular circumstances. This video has been prepared by Peter Andreana and Stuart Small who are Investment Funds Advisors at Continuum II Inc, a registered trade name with Investia Financial Services Inc., and does not necessarily reflect the opinion of Investia Financial Services Inc. The information contained in this video comes from sources we believe reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any securities. Commissions, trailing commissions, management fees and other expenses may be associated with mutual fund investments. Please read the Fund Fact or prospectus carefully before investing. Mutual funds are not guaranteed, their values change frequently, and their past performance may not be repeated.
When you’re our client we deliver value in expected and unexpected ways. That’s why family and friends refer us. The Continuum II experience is unlike any other.
You have access to a team of experienced, multi-credentialed experts to answer your questions.
Enjoy proprietary reporting that’s easy to understand and helps you stay up-to-date.
You’re one of the family and your needs come first; always.
