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, Michael, Erica, Taylor 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. We can share these with you through SideDrawer, giving you a secure digital storage solution to house your Continuum II financial documents. In addition, you can set up other folders for all of your confidential documentation. A client portal in Investia provides you with an up to date summary and details on your Investments.
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 meetings 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
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.
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