About US
C2 began as a family business. That experience shaped how we advise family enterprises today.
Founded in 1996, C2 has evolved from a family-owned financial planning firm into a Family Enterprise Strategy platform. Today, we help business-owning families coordinate the decisions that shape ownership, wealth, governance, leadership, and continuity across generations.
We build lasting relationships; C2 grows through trusted introductions from families and professional advisors. If an important decision brought you here, tell us what is changing. 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.
1996
Continuum II 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 a select group of advisors dedicated to family enterprise work and began the year-long Family Enterprise Advisor (FEA) program. By 2019, he completed the written and oral examination earning the prestigious FEA designation.
2020
Family Enterprise Advisory Launched
C2 begins expanding its work with business-owning families, supporting succession, transition, advisor coordination, and the continuity of family wealth and leadership across generations.
2023
New Office In Waterdown
C2 moved to its Waterdown office, creating a permanent home for the firm's growing team and long-term work with families.
2024
C2 Family Office and the Family Enterprise Strategy Direction
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.