If you’ve ever thought…
“There doesn’t seem to be a clear strategy on where my investments are and why.”
“Do I have my investments in the right place for where I am right now?”
“I’m not sure how my portfolio is performing and what fees I am paying.”
There Is A Better Way
The Continuum II way
Peter, Stuart, Taylor, Michael and the Continuum II team do what’s in the client’s best interest all the time, every time. Period. With proprietary software unique to Continuum II clients,you have access to analysis and reporting that simplifies the complex and keeps you in the know.
Fact Finder
Clarifies where you are now and where you want to get. From there, we build your custom portfolio.
Dashboard
There’s no need to sift through numerous reports. With the dashboard you can see all your investments progress in one place!
Progress and Evolution Report
Visually charts your progress, mapping it to your goals. At regularly scheduled m eetings your questions are answered.
Nothing Is Hidden
You Get Full transparency
Just as you were referred by a friend or family, that’s how all of our clients become part of the Continuum II family. In fact, as your portfolio grows your fees are reduced and that’s not just based on your investment it’s based on your family’s investments.
One size doesn’t fit all so we select from a suite of suppliers and products to build your custom portfolio, using a pension style investing philosophy that focuses on the long term and protects your initial investment.
- Individual Pension Plans (IPPs)
- Non-Registered/Open Investments
- Pension Plans
- LIF
- LIRA
- RESP
- RRIF
- RRSP
- TFSA
Our Partners
- BMO
- Canada Life
- CIBC
- Connor Clark & Lunn
- Desjardins
- Dynamic
- Empire
- Fidelity
- Franklin Templeton
- Great-West Life
- London Life
- Mackenzie
- Manulife
- National Bank
- Quadrus
- RBC
- Scotica Bank
- Sun Life
- TD
We are fully licensed by the Canadian regulatory body of the Financial Services Commission of Ontario to sell products; as Certified Financial Planner professionals, our financial planners also abide by the CFP Professional Code of Ethics.