ABOUT US
Experience the clarity, simplicity, and well‑being you deserve with a partner who understands your unique goals.
Founded in 1996 by Lise Andreana (mother of Peter and Anita Andreana), C2inc (formerly Continuum II) has established itself as a leader in family office services. With a client-first philosophy for 3 decades, we understand the hard work our clients have put into building their success, and our mission is to help you continue to grow, prosper, manage, and protect your legacy.
We build lasting relationships, which is why we accept new clients exclusively by referral. Our personalized, strategic approach ensures your family is supported with the utmost care and expertise. Whether you’re seeking strategic succession planning, wealth protection, or support navigating the complexities of a successful family enterprise, we bring a personalized approach aligned with your goals.
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1996
CONTINUUM ll IS ESTABLISHED
Lise Andreana founded Continuum II with the goal of creating a boutique advisory firm offering holistic financial services. The name reflects a continuum of wealth transfer from the first generation to the second, with the leaf symbolizing growth.
Lise partnered with Stuart Small, Lori Latvala, and Anita Andreana to enhance the client experience, opening an office in Downtown Burlington.
2006
PETER BECOMES PARTNER
Peter Andreana, with his entrepreneurial background, takes a significant step by purchasing his mother Lise's shares. His leadership strengthens the firm’s commitment to supporting business owners with both personal and corporate financial needs.
2012
EXPANDING TO SERVE YOU BETTER
Continuum II moves to a larger space in the Manse Building, Downtown Burlington, continuing to provide a welcoming atmosphere with great coffee and excellent personalized service.
2018
PETER ACHIEVES FEA DESIGNATION
In 2018, Peter joined an elite group of advisors dedicated to working with family businesses and began the year-long Family Enterprise Advisor (FEA) course. By 2019, he completed the written and oral examination earning the prestigious FEA designation.
2020
FAMILY BUSINESS ADVISORY LAUNCHED
C2inc begins offering Family Office services. These services address the complexities of managing ultra-high-net-worth family wealth while supporting families through succession and transition while keeping focused on wealth creation for generations.
2023
NEW OFFICE IN WATERDOWN
The Continuum II team continues to grow and has moved to a modern, spacious office in Waterdown. This milestone includes transitioning from leasing to owning its premises, reflecting the team’s commitment to long-term success.
2024
REBRAND
Continuum II rebrands as C2 Private Wealth, C2 Employee Benefits, and C2 Family Office, all under the umbrella of C2inc. The new logo, featuring a cresting wave, symbolizes growth, forward momentum, and the exceptional advice and service clients receive.