Stuart Small, B.B.A, CFP, CPCA

Retirement Income Specialist

AKA Chief “Simplicity” Officer

Investment Funds Advisor with Investia Financial Services Inc.

When opportunity knocks you have to open the door – which is exactly what Lise and I did when we joined forces close to 20 years ago to start Continuum II. We had a shared philosophy that “beginning with the end in mind” is the only way to map your financial future. Fast forward to today and I’m proud of the thousands of people we have helped with their financial wellbeing.

Talk To Me About

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Your financial wellbeing

Achievements and Accreditation

Voted Best Financial Planner by the Burlington Post’s Readers Choice Awards for four consecutive years.

Guest speaker on The John Moore Show on CFRB 1010 to discuss financial planning topics.

Past treasurer for The Rotary Club of Burlington Central.

CFP (Certified Financial Planner) Accreditation: adhere to internationally recognized professional standards of competence and ethical practice as set in Canada by the Financial Planners Standards Council.

CPCA (Certified Professional Consultant on Aging): Astute professionals that have acquired a deeper understanding of the age-related changes and issues impacting adults 50 + as they go through significant life transitions.

My Unique Abilities

Tend to research things naturally and then I am able to

move on fairly quickly with the support of the team.

In My Free Time

You'll Find Me...

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Touring South America – I’ve got several countries on my bucket list and we’ve been to Argentina, Uruguay and Brazil recently

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Food and wine, wine and food – nothing beats a good pairing

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Strolling downtown Burlington there’s such great shops and eateries