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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 provide you with a Letter of Engagement, which clearly outlines the services you can expect from us. These services may include some or all of the following:
• Financial planning, including
- Conservative planning based rate of return and inflation assumptions
- Budgeting
- Debt management
- Net worth projections
- Risk management, life and health insurance analysis
- Pay down debt or save for retirement?
- Saving for children’s education
- Retirement savings, goal setting and strategies to meet goals
- Analysis of Employer Health & Dental Benefits and Retirement Benefits
- Will reviews
• Retirement planning, including
- Savings targets
- Review Government and Employer pensions
- Providing pension analysis and tips for maximization
- Analysis & recommendation for funding a second home, cottage, RV or dream holiday
• Investment planning, including
- Wealth accumulation techniques to help meet goals
- Portfolio analysis and recommendations
- Recommendation for reducing taxation
• Insurance analysis, including
- Mortgage insurance
- Income replacement in the event of disability
- Protecting family income in the event of death
- Estate planning
- Tax free lump sum critical illness benefit
• Regular pre-determined reviews and plan management
- Appointment reminders
- Private Wealth Continuum Binder™ for important documents
- Scheduled Reporting (print or electronic)
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