Continuum II Inc. is the premier boutique financial service and employee benefits firm in Burlington. Peter Andreana is a business owner specialist who is a holistic thinker and has a knack for looking at the big image and knowing the details that need to be filled in for that image. Continuum II Inc. builds you a cost-effective plan that meets your employee's needs. Their team of professionals that are willing to take the time to get you to know. The firm serves business owners, professionals, executives, and retirees. Their mission is to help you reach financial well-being today and tomorrow, working together to make your dreams a reality and give a transformative experience. Continuum II Inc. uses a unique integrated planning approach that includes all fields of personal and corporate financial planning services.
Best Financial Services in Burlington
Expert recommended Top 3 Financial Services in Burlington, Ontario. All of our Financial Advisors actually face a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. You deserve only the best!
CONTINUUM II INC. REVIEWS
We have the pleasure of having Taylor Gray from Continuum II Inc. run several Wellness seminars for our organization. The feedback has been been very positive and we look forward to continuing our partnership with Taylor and Continuum II. Taylor provides a uniquely personal approach to her seminars and offers excellent wellness-related suggestions and a holistic approach to health and wellness. I also love how Taylor provides a variety of ways to apply the wellbeing concepts as part of your everyday routines. I would highly recommend Taylor if you are looking for a professional, relatable and practical approach to Wellness topics and Programs.
My experience with Continuum has been fantastic. Peter and his team are so knowledgeable, professional and excellent to work with. I have 110% confidence everyday that they are working in the best interest of the clients at all times. I would recommend them to anyone looking for any type of financial planning for your future. I know my retirement is in safe and good hands.
The continuum team has been nothing short of professional and forth coming in all my dealings with their organization. From their personal advisors all the way to the administrative team, it has always been a pleasant experience. It’s easy to see when a company cares about their clients and they spare no detail in ensuring their needs are met. I am a big fan of their culture and look forward to working with them in the future.
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Halton Wealth Management Investments is an independent investment, insurance, and financial planning firm in Burlington providing services throughout Southern Ontario. They pride themselves on delivering superior custom solutions and innovative products, generally unavailable at most firms. They work with serious investors providing them with unique, cost-effective, customized solutions to meet their individual needs. Their clients benefit from reduced risk, lower fees and tax efficiency, leaving them predictable and sustainable results. They benefit from working with a highly disciplined firm dedicated to preserving clients’ capital while generating solid returns through the consistent application of a value-based fundamental investment philosophy. Their competitive fee-based services allow them to make all investment fees fully transparent. Their specialty is retirement income planning with a focus on retirees and near-retirees. Contact them for a free, no-obligation consultation.
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HALTON WEALTH MANAGEMENT INVESTMENTS REVIEWS
I have been a client for 10 years with Jim and find his expertise very helpful. The information he gives is geared totally to the individual and their situation. Any questions or concerns that I may have been handled in a timely fashion. I really appreciate the 100% service and dedication he gives to his clients and his up-to-date knowledge of what is happening in today's economy and how it affects his clients. I really don't think I could ask for a more honest or sincere advisor to be handling my portfolio.
I've been a client for several years. What I really appreciate is that everything is always explained in details and in a fully transparent fashion. My portfolio was upgraded, my risk was reduced and my returns were improved. The service is personal and geared towards me.
I have been a client of Jim and Katarina Gunn for many years. They are very patient, knowledgeable and professional. Also, they are always ready to help in a timely fashion. I highly recommend them.
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Bold Barrel Financial is one of the leading financial services in Burlington. The firm was established with a clear focus on helping those that need it to get out of debt, then helping them reach every goal they can think of. Kevin Schuster is a professionally qualified and certified financial planner in the firm. Bold Barrel Financial specializes in estate planning and planning for real estate agents. By working with you closely one-on-one, you can feel assured knowing that your investments and future goals are in excellent and safe hands. They assist you in making financial decisions that suit your needs. Their focus is to help you achieve your personal and professional financial goals. Bold Barrel Financial offers free consultations to clients.
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KEVIN SCHUSTER, CFP, RRC - BOLD BARREL FINANCIAL REVIEWS
Kevin from Bold Barrel Financial is a wealth of knowledge. If you are looking for a financial advisor who can assist with both personal and business investments Kevin can assist you and direct you in the best way to make the most out of your money. He specializes in new or nearly retired individuals and couples as well as those just starting out. I would highly recommend Bold Barrel Financial for all your investment needs.
Real Estate is a variable business with inconsistency in revenue month after month. This was a big change coming from a global corporate life and I was looking for strong support to help us achieve short, medium and long term goals. Add in the complexity of a dual-income family and two amazing children, and the multiple factors that come with it. We sat with Kevin, who came from a place of knowledge and understanding, and he took the time to listen to us. After some discussion, Kevin presented a plan that catered well to our unique circumstances which were easy to follow and we could see how it would get us to where we needed to be. I would highly recommend Kevin to anyone in the Real Estate industry that faces a high level of variability and is interested in having an expert by their side.
Met with Kevin Schuster from Bold Barrel Financial recently. I was very impressed with his knowledge of the Ontario Teacher's Pension Plan. Specifically focused on alternatives that could in some cases, replicate the pension details at a cost resulting in the client receiving the difference. This is the kind of next-level service Kevin can provide to his clients. If you are a retiring teacher, I would recommend you consult with Kevin Schuster from Bold Barrel Financial to review all of your options.
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