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 Private Wealth Continuum™ plan, we may suggest purchasing products that are right for you and your financial situation.

INVESTMENT solutions may include
  • Cash savings accounts
  • Mutual Funds
  • Segregated Fund Policies
  • Annuities
  • RRSPs and LIRAs
  • TFSAs
  • Non-RRSP savings/investment plans
  • RESPs
  • Guaranteed Interest options
INSURANCE solutions may include
  • Mortgage insurance
  • Life insurance
  • Disability insurance
  • Critical illness insurance
  • Health 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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