Continuum II Inc. emerges as the foremost boutique establishment offering unparalleled financial services and employee benefits within Burlington. At the helm of this venture is Peter Andreana, a specialist in business ownership who possesses a holistic perspective coupled with an innate ability to discern the panoramic view while adeptly addressing intricate details. Continuum II Inc. crafts a cost-effective blueprint tailored to fulfill the needs of your employees. Their assemblage of professionals invests the time and effort required to acquaint themselves with your unique circumstances comprehensively. The firm extends its reach to encompass business owners, professionals, executives, and retirees. Their overarching mission revolves around orchestrating your journey toward present and future financial well-being. Continuum II Inc. strives to materialize your aspirations through a collaborative approach, ensuring an experience marked by transformation. Distinguished by an innovative integrated planning paradigm, Continuum II Inc. seamlessly integrates various dimensions of personal and corporate financial planning services, culminating in a comprehensive and holistic strategy.
UNIQUE FACTS:
• Knowledgeable
• Innovative
• On-Site Services.
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CONTINUUM II INC. REVIEWS
Continuum II is a fantastic group of people to work with. I previously had a large Bay St. firm managing my money and all they were interested in was their cut with their yearly call of "are you going to invest this year". Peter worked with us from day one putting together a detailed plan for retirement and covering all aspects of our financial goals. He regularly meets with us to provide updates and to ensure we are on track. The team at Continuum II is outstanding, quick to respond, professional and flexible. I would recommend anyone to Continuum II without hesitation.
Since March 2004, I have had a wonderful business relationship with Peter and the entire staff at Continuum II. My dealings with Peter and the Continuum II team have been very cordial and pleasant. The service level that Continuum II exhibits with both their clients' and insurance partners is exceptional in terms of ethics and customer value added services. In addition to this, Peter is a true professional with a high level of integrity. Peter and the Continuum II team are true professionals who work very well with their clients and business partners.
Stuart and the Continuum II team have been wonderful advisers to my family and I for over 10 years. Stuart provided wise and patient counsel on managing my mom's finances during her challenges with Alzheimer's and has remained a trusted adviser for my own retirement planning. I would happily recommend Stuart and the Continuum II team.
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Halton Wealth Management stands as an autonomous entity specializing in investment, insurance, and comprehensive financial planning services based in Burlington, extending its reach across Southern Ontario. Their distinctive pride resides in their ability to offer exclusive, tailor-made solutions and innovative financial products that are often elusive from typical financial institutions. Focused on serving discerning investors, Halton Wealth Management meticulously crafts distinctive and cost-efficient personalized strategies to align with each individual's distinctive requirements. This approach translates into a diminished risk profile, minimized fees, and enhanced tax efficiency, ultimately yielding consistent and sustainable outcomes. Clients enjoy the added advantage of partnering with a rigorously disciplined enterprise dedicated to capital preservation, complemented by steadfast returns through the application of a value-centric, fundamental investment philosophy. A cornerstone of their approach lies in complete fee transparency, as their competitive fee-based structure ensures clarity in all investment charges.
UNIQUE FACTS:
• Negotiable Fee Structure
• Highly-Competitive
• Customized Solutions
• Free Consultation
• On-Site Services.
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Sat & Sun: Closed
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HALTON WEALTH MANAGEMENT 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 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.
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.
We highly recommend Jim at Halton Wealth Management. Over the years he has helped us grow our portfolio enabling us to retire a little earlier than expected and still live life within our means and worry free. Any questions are always answered quickly and explained thoroughly with his knowledge, expertise and guidance. - Alison J
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deGraaf Financial Strategies is a female team of Certified Financial Planners led by Leony deGraaf Hastings. Their focus is on holistic financial planning for women and seniors in the Burlington and Hamilton area. Leony began her career as her Dad's assistant, then became a financial advisor about 25 years ago. Since then, she has gone on to earn her Elder Planning Counselor (EPC). Certified Executor's Advisor (CEA)-Certified Financial Planner (CFP) designations, to provide the best guidance possible for her clients. These credentials show her commitment to the industry and her clients as a trusted advisor with an excellent reputation. As a client of deGraaf Financial Strategies, you can expect personalized, expert advice for your specific circumstances. Often clients come to deGraaf Financial Strategies during a time of transition in life, such as a divorce, leading up to and into retirement or following the death of a spouse or parent. Leony has 25 years of personal experience navigating clients through these life changes, while providing a professional and fully transparent process. Contact deGraaf Financial Strategies to see how they can simplify your season of life.
UNIQUE FACTS:
• Embedded Investment Fees From Assets Under Management.
• Professional and Compassionate.
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Fri: 9:30am - 1pm
Sat & Sun: Closed
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DEGRAAF FINANCIAL STRATEGIES REVIEWS
I have worked with Leony and Laura this past year to invest my commuted pension, as well as other investments and the experience has been fantastic!!! Not only have my investments profited substantially over this past year, but every inquiry I have had has been met by an immediate response from both Leony and Laura. To top it all off, they are not only extremely professional, but also pleasant to work with and have given me a lot of inspiration for my financial future. Highly highly recommended! - CG
I’ve worked with Degraaf financial strategies for well over a decade now and the service and performance has been top notch. Léony provides unsurpassed knowledge and acumen while being extremely accommodating, patient, and adaptable. Highly recommended! - JB
Leony has done great things with my investments, I have stopped worrying about my retirement now! -DI
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