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.
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
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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Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
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.
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Kevin Schuster, CFP, RRC, is a Financial Consultant at Bold Barrel FINANCIAL. Bold Barrel Financial stands tall as a premier financial service provider within Burlington. The firm was established with a resolute aim: to provide indispensable support to those seeking debt relief, subsequently guiding them towards realizing their diverse aspirations. At the helm of this endeavor is Kevin Schuster, a proficiently qualified and certified financial planner within the company. They specialize notably in estate planning and catering to the distinctive needs of real estate agents. Bold Barrel Financial crafts a unique and personalized approach through intimate one-on-one collaboration. Rest assured, with Bold Barrel Financial, your investments and future aspirations find themselves embraced by adept and secure hands. This dedicated team takes pride in assisting you in formulating financial decisions that harmonize seamlessly with your requirements. With an unwavering focus on propelling you towards both personal and professional financial accomplishments, Bold Barrel Financial remains steadfastly committed to your success. Their commitment to service is underscored by the provision of complimentary consultations to their esteemed clientele, signifying their dedication to understanding your needs and goals from the outset.
UNIQUE FACTS:
• Online Appointments
• Book a Free Consultation
• On-Site Services.
Specialty:
Contact:
Working Hours:
Tue: 11am - 7pm
Thu: 10am - 6pm
Sat & Sun: Closed
TBR® Inspection Report:
KEVIN SCHUSTER, CFP, RRC - BOLD BARREL FINANCIAL REVIEWS
Kevin Schuster is not only highly experienced and very skilled, he is also super down to earth and great to work with. He will know your needs and tailor your financial plan to fit them before you even open your mouth to speak. He has an almost psychic awareness of the best financial plan for you. It is never too early or too late to make smart financial decisions and investments. I highly recommend you set up a consultation with Kevin ASAP.
I recently reviewed multiple investing avenues with Kevin Schuster from Bold Barrel Financial. I was impressed by his knowledge and strategic approach to financial planning. We discussed RESPs, and he pointed out several aspects around timing, amounts and use of funds I had not considered. Kevin is deeply committed to his community and guiding his clients. I know that he focuses on providing financial strategies to those approaching retirement. If you’re looking to build a bright future, contact Bold Barrel Financial!
Met with Kevin Schuster from Bold Barrel Financial recently. I was very impressed with his knowledge of the Ontario Teachers 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 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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