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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
  • Estate solutions
  • Gifts to children and grandchildren
  • Will reviews
Retirement planning, including
  • Sources of income
  • Review government and employer pensions
  • Providing pension analysis and tips for maximization
  • Analysis of employer Health & Dental benefits
  • Analysis & recommendation for funding a second home, cottage, RV or dream holiday
Investment planning, including
  • Portfolio analysis and recommendations
  • Product allocation; how to best access income sources during retirement
  • Recommendation for timing and source of income stream
Insurance analysis, including 
  • Charitable/Planned giving options and plan
  • Estate planning
  • Needs Analysis planning for late stage retirement including home and facility care
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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