Business Owners



Creating Clarity
Our Process
How We've Helped
Clarity, Simplicity & Wellbeing
Our History
Our Team
In the Community
Success Stories
By Phone or in Person
About the Team
Peter Andreana
Stuart Small
Anita Fair
Lori Latvala
Taylor Gray
Laura Andreana
Lise Andreana
Thomas Sears
Community Involvement

Transparency, due diligence, and keeping your best interests in mind are important to the Continuum II team.

Our most significant product – indeed, the core of our business – is the creation, implementation and maintenance of your holistic financial plan. We always provide you with a Letter of Engagement, which clearly outlines our relationship with you, as discussed.

With the implementation of your Business Owner Wealth Continuum ™ plan we may suggest purchasing products that are right for you and your financial situation.

INVESTMENT solutions include
  • Cash savings accounts
  • Mutual Funds 
  • Segregated Fund Policies
  • Annuities
  • RRSPs and LIRAs
  • IPPs (Individual Pension Plans)
  • TFSAs
  • Non-RRSP savings/investment plans
  • RESPs
  • Guaranteed Interest options
INSURANCE solutions include
  • Buy-sell funding agreement
  • Disability insurance
  • Critical illness insurance
  • Employee Health and Dental insurance
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.

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In person meetings held in the Southern Ontario, Golden Horseshoe and GTA | Copyright © 2009 - 2011 Continuun II Inc. All Rights Reserved. Information on this site is intended for residents of Ontario only.
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