Our Team
Business Owner Specialist, AKA Chief “Lunch” Officer
Investment Funds Advisor with Investia Financial Services Inc.
I am a holistic thinker and have a knack for looking at the big picture AND identifying all of the details that need to be filled in for that picture. I know the right questions to ask to build the strategy and plan required to get you to the end goal.
Certified Financial Planner, AKA Chief “Options” Officer
Investment Funds Advisor with Investia Financial Services Inc.
I believe it’s important to look at multiple scenarios, so you have “options”. I’m a pattern reader and love to stay up to date on current events to understand the financial implications. As a type A, I understand the personality of professional service providers and support their growth.
Financial Planner, AKA Chief “Impact” Officer
Investment Funds Advisor with Investia Financial Services Inc.
I love to see people succeed and achieve their financial goals by focusing on what they do best and counting on us to take care of the rest! I am passionate about planning and have an innate ability to find the most effective and efficient way to get to the finish line. Of course, I am there every step of the way to ensure the journey is equally as enjoyable.
Manager of Client Experience, AKA Chief “Delight” Officer
I love to create and enjoy searching high and low for interesting things that I can put my unique spin on to create a one of a kind memorable piece or look. I love giving the Continuum II family a memorable experience. Bringing everything together to build the Continuum II brand brings me joy.
Financial Planning Specialist, AKA Chief “Coordination” Officer
I love being part of the Continuum II family and working with individuals, families, and businesses to document your dreams and create the right strategy to help meet your needs both now and in the future. Being a detail-oriented, critical big picture thinker drives my passion for gathering all your facts, figures and goals and as a team rolling them in to a clear and simple plan for financial security with direction to help ensure you are prepared for the unexpected events life may throw your way. It makes good sense to be prepared.
Administrative Assistant, AKA Chief “Detail” Officer
Taking care of the details (specifically Investment paperwork, double and triple checking numbers and information) is what I do best. I also enjoy the thrill of the hunt – finding a perfect match. Those who are looking for something look to me to conduct in depth research to find what they are looking for at the best price. I’m the go to person here at Continuum II and with family and friends.
Administrative Assistant, AKA Chief “Greeting” Officer
Working in a place that “walks the talk” means a lot to me. I value being part of the Continuum II team and making a positive difference for our clients. As a lifelong learner I strive to continue growing and stretch my capabilities. The bar here is high and we work together to meet it.
Benefits & HR Consultant, AKA Chief “People” Officer
I’m a problem solver at heart and have a keen interest in people and how with the right tools they drive an organizations success. And speaking of drive, I’m highly motivated to find the right solution and go the distance to make it happen. I have my CHRP designation and am excited to be heading up HR at Continuum II. I am also a Group Benefits Associate (GBA).
Investment Manager, Wellbeing Consultant, AKA Chief “Organizing” Officer
Investment Funds Advisor with Investia Financial Services Inc.
I develop a connection with our clients through keeping them up to date on their holdings and investment transactions. I fulfill our promise of Clarity-Simplicity-Wellbeing by working with them and their financial security advisor to ensure transactions are organized and placed efficiently. I also love having the opportunity to visit our group benefit clients to discuss their wellbeing, and provide them with actions that they can take to maintain their health.
Administrative Assistant
With an extensive background in customer service, I know what it takes to put our clients at ease, and work for their best interests. I have a passion for making a positive difference in people’s lives, and always go above and beyond when working on a task. I have a keen eye for detail, with a strong desire to succeed. I will be working behind the scenes in the investment department applying my analytical, organization, knowledge and overall skills!
Employee Benefits Specialist & Operations Manager, AKA Chief “Magic” Officer
I’m your 1-800 all things benefit- related source. I take care of all those frustrating details that crop up that are related to your benefits. Because I’ve been in the business for 30 plus years, I know how to navigate “the system” so you don’t have to. I love that we are able to provide this very valuable service to our clients.
Executive Assistant, AKA Chief “Event” Officer
Working behind the scenes, you’ll find me exploring risk management options for your insurance needs and handling Peter’s communications. Events are my forte and I enjoy pulling together all the pieces to make Continuum II functions fun and memorable. Focusing on clarity, I coordinate all of Continuum II’s marketing materials. I am always happy to lend a helping hand whenever and wherever it is needed.