Continuum II - C2Inc

Last Thursday at Piano Piano in Oakville, kicking off the Easter weekend, we hosted an investment dinner with friendly faces, great food, and even better conversation, hearing from Fidelity on AI in finance and Peter and Michael on the current economy

It’s always a pleasure to bring everyone together.

Big ideas. Big-picture thinking.
Attending the Fidelity Vision Conference is a reminder that staying sharp in this industry is non-negotiable. Markets evolve and so should the advisors guiding them.
At C2, we show up, stay informed, and do the work so our clients benefit from thoughtful, forward-looking investment decisions.

Wishing everyone a happy holidays!

Dec. 24 – 8:30 am to Noon
Dec. 24 & 26 – Closed
Dec. 31 – 8:30 am to Noon
Jan. 1 – Closed

Top 3 Mistakes in Employee Handbooks

1) Outdated or Non-Compliant Policies – Failing to keep up with legal and regulatory changes increases compliance risks and legal exposure.

2) Unclear or Contradictory Language – Vague or inconsistent policies lead to confusion, poor enforcement, and employee complaints.

3) Lack of Annual Review – Skipping yearly updates allows outdated practices to persist and weakens policy relevance.

For more information contact our Benefits & HR Consultant, Christina.

Our Open House is coming up on Nov 28 — and we can’t wait to see you there!

Drop in between 11 and 6 to connect, enjoy some light refreshments, and share in some holiday cheer!

Week 4: Year-End Tax Tips

Tax season’s coming — prep now!
- Check your withholdings
- Max RRSP contributions
- Track WFH & student loan claims
- Gather receipts early

Smart moves now = less stress later

Week 3 of Financial Literacy Month - Retirement Planning 101 (RRSP, TFSA)

Want to secure your future but not sure where to start? Learn the basics of RRSP and TFSAs and how they can work for you!

Reach out to Taylor or Vedika for more info and personalized guidance.

Week 2 of Financial Literacy Month!

This week, we’re diving into Understanding Your Group Benefits & Insurance — because knowing what you’re covered for is just as important as budgeting.

From health plans to life insurance, we’re breaking it down so you can make the most of your benefits as a young professional. Contact Michael for more information!

Financial Literacy Month is here!

We’re kicking things off with — perfect for young professionals ready to take control of their money.

- Pay Yourself First (Start Saving Immediately)
- Track and Categorize Your Spending
- As income increases, don’t inflate your lifestyle too quickly

Stay tuned every week this November as we break down essential financial skills to help you thrive.

No tricks, just treats!
Wishing you a Happy Halloween 🎃 👻

Passing the business on is one thing.
Protecting the business (and family wealth) is another.

⚠️ Don’t let the in-between moments topple your family business.
Join us for a plain-English morning on keeping your business steady and protecting wealth when children receive shares.

📌 Who: Founders, Next Generation leaders, & spouses/non-family key members
📍 Where: Burlington Golf & Country Club
🗓 When: November 11, 2025 · 8:30 AM

✨ Walk away with clear roles, a simple plan, and fewer surprises. Seats are limited, reserve your spot today!

Click the link in bio to register.