Peter Andreana

Peter Andreana Email and Phone Number

Owner @ Continuum II Inc.
Burlington, ON, CA
Peter Andreana's Location
Burlington, Ontario, Canada, Canada
Peter Andreana's Contact Details

Peter Andreana work email

Peter Andreana personal email

n/a

Peter Andreana phone numbers

About Peter Andreana

From the business owner to the company executive, Peter walks clients through retirement and investing, RRSPs, advanced tax planning, insurance, debt and business issues as well as health, dental and employee benefits. By adhering to a proven process, which integrates the four cornerstones of financial planning, Peter helps ensure clients achieve peace of mind and reach their goals. Peter excels in giving his clients industry-leading service and care, with a personal touch. Mutual funds are offered through Investia Financial Services Inc.Designations and Courses Completed:In order of completion CIM DesignationPortfolio Management TechniquesInvestment Management TechniquesFEA Designation - Represents the pinnacle of professional expertise in the field of family enterprise/Business advisingCIWM - Certified International Wealth ManagerCSWP - Chartered Strategic Wealth Professional FMA - Financial Management AdvisorEPC - Elder Planning CounselorCFP Designation - Certified Financial PlannerCPH - Conduct and Practices Handbook CSC - Canadian Securities Course B.A. - EconomicsSpecialties: Investment ExpertBusiness Owner SpecialistFinancial PlanningBusiness SuccessionShareholder AgreementsHealth and Dental PlansPension Plans

Peter Andreana's Current Company Details
Continuum II Inc.

Continuum Ii Inc.

View
Owner
Burlington, ON, CA
Website:
c2inc.com
Employees:
10
Peter Andreana Work Experience Details
  • Continuum Ii Inc.
    Owner
    Continuum Ii Inc.
    Burlington, On, Ca
    View
  • Sidedrawer™ Inc.
    Member Board Of Directors
    Sidedrawer™ Inc. Mar 2021 - Present
    View
  • Continuum Ii Inc.
    Partner, Investment Funds Advisor
    Continuum Ii Inc. Jul 2002 - Present
    To serve personal and corporate clients by facilitating their lifetime goals. By guiding those we work with, our clients make wise financial decisions that dramatically increase wealth, maintain it during their lives, and ultimately distribute resources according to their personal values. Mutual funds are offered through Investia Financial Services Inc.
    View
  • Burlington Downtown Business Association
    Board Of Directors (After 2 Years As Chair)
    Burlington Downtown Business Association Nov 2010 - Mar 2016
    Work with fellow board members to improve our Downtown business environment.
    View
  • Burlington Community Foundation
    Board Of Directors
    Burlington Community Foundation Sep 2010 - Jun 2013
    View
  • Freedom 55 Financial
    Financial Planner
    Freedom 55 Financial Jun 2002 - Jan 2006
    View
  • Stratagem Marketing & Design
    Account Director
    Stratagem Marketing & Design Aug 1999 - May 2002

Peter Andreana Skills

Strategic Financial Planning Investments Strategy Wealth Management Retirement Financial Advisory Financial Planners Financial Planning Financial Services Finance Mutual Funds Estate Planning Retirement Planning Portfolio Management Succession Planning Employee Benefits Wealth Accumulation Investment Strategies Leadership Insurance Strategic Planning Management Disability Insurance Entrepreneurship Wealth Small Business Pensions High Net Worth Individuals Term Life Insurance Executive Management Restructuring Consulting Pension Funds Exit Strategies Investment Management Health Insurance Permanent Life Insurance Critical Illness Wealth Management Services Personal Finance Mergers And Acquisitions Public Speaking Benefits Administration Benefits Negotiation Compensation And Benefits Benefits Design Voluntary Employee Benefits

Peter Andreana Education Details

Frequently Asked Questions about Peter Andreana

What company does Peter Andreana work for?

Peter Andreana works for Continuum Ii Inc.

What is Peter Andreana's role at the current company?

Peter Andreana's current role is Owner.

What is Peter Andreana's email address?

Peter Andreana's email address is pe****@****inc.com

What is Peter Andreana's direct phone number?

Peter Andreana's direct phone number is 141637*****

What schools did Peter Andreana attend?

Peter Andreana attended York University, The University Of British Columbia, King City Secondary.

What are some of Peter Andreana's interests?

Peter Andreana has interest in Children, Economic Empowerment, Snowboarding, Harley Davidsons Snowboarding, Environment, Science And Technology, Disaster And Humanitarian Relief, Harley Davidsons, Health.

What skills is Peter Andreana known for?

Peter Andreana has skills like Strategic Financial Planning, Investments, Strategy, Wealth Management, Retirement, Financial Advisory, Financial Planners, Financial Planning, Financial Services, Finance, Mutual Funds, Estate Planning.

Who are Peter Andreana's colleagues?

Peter Andreana's colleagues are Taylor Gray, Peter Paul Andreana, Stuart Small, Kirsty Woodhead - Icpp, Iflp, Anita Andreana, B.a.a., Rwm, Erica D'alesio, Christina Galeota, Chrp, Cebs.

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