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Peter Andreana
Lori Latvala
Stuart Small
Anita Fair
Taylor Gray
Laura Andreana
Lise Andreana
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Peter Andreana

CFP, EPC, FMA, CSWP ™,  B.A., Econ FEA

 


 

 " I am driven to deliver superior results in all situations"

 Business Owner Specialist
 Partner
 Email me

    
  Recent Media Spotlights


My Unique Abilities: 

  • Energetic and hard working
  • Clear thinker who is able to strategize
  • Identifies key issues quickly and prioritize solutions
  • Enthusiastic researcher capable of finding answers to complex questions       
  • Seeker of best, not the most obvious solutions
  • Personable and outgoing
  • Empathetic to the needs of others

A partner at Continuum II Inc., Peter Andreana is a Certified Financial Planner (CFP) and Security Advisor who excels in walking you through all aspects of business planning, employee benefits, and personal planning solutions. Since joining the team in 2006, Peter has worked closely with a variety of business owners across Ontario, helping them to develop individualized financial strategies. Peter strives to fulfill Continuum II's mantra by providing clients with the clarity they need to build and maintain a stress-free financial plan.  

Having the FEA designation leads to deeper relationships with family enterprise clients and a broadened perspective of the issues business families face – including generational transitions. Peter joins the ranks of approximately 350 highly skilled, experienced, and educated FEAs across Canada who have demonstrated outstanding competence and practice advising business families. The FEA designation is a valuable addition to our technical expertise and provides Continuum II Inc. and our clients with a diverse lens that is necessary in supporting a family’s complex continuity needs. And in case you didn’t know, Continuum II Inc. is also a family business founded by Peter’s mother Lise, now retired, and in the office Anita (sister) and Cathy (sister-in-law) work side-by-side every day along with the rest of the team. To learn more about FEA click here




In 2011 Peter became a proud member of the Million Dollar Round Table (MDRT). An exclusive association, the MDRT consists of over 42,000 of the world's leading life insurance and financial service professionals. Professional success is just one of the pillars reflective of the MDRT's level of excellence. Members must meet stringent guidelines and adhere to strict ethical standards. MDRT advisors love helping others with their financial needs and ensuring that they are prepared in the event of a catastrophe. MDRT members come together not for accolades and personal gain, but to share how they provide peace of mind and protect the future of clients. In 2015 Peter qualified to become a Court of the Table member.   To learn more about MDRT click here


 Peter is a member of the Conference For Advanced Life Underwriting (CALU).  CALU members provide personal financial, business succession, estate planning, wealth creation, retirement planning and employee benefits services.  On behalf of its members CALU represents the interests of advisors on advanced planning issues to protect the financial futures of millions of Canadians. As key members of their communities, their purpose is to ensure the health and wealth of Canadians through smart long-term planning by providing expert advice on essential financial products such as investment and retirement solutions, employee benefit programs, and life, critical illness, and disability insurance.   To learn more about CALU click here





 The CFP marks identify individuals who are dedicated to the highest level of professionalism in providing financial planning advice. The CFP credential assures that your advisor adheres to internationally recognized professional standards of competence and ethical practice as set in Canada by the Financial Planners Standards Council. CFP standards include requirements in education, examination, experience and ethics - commonly known as the 4Es of professionalism.

                        

Do you have an individualized comprehensive financial plan? 



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