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Banking

A Dynamic Approach

Banking

Banking By Design

A well-established financial strategy may require you to be more active/tactical in moving, borrowing, or positioning your money.  Perhaps an investment loan could accelerate your financial pursuits.  Or maybe a mortgage that utilizes your cash flow and charges simple interest daily - instead of compound interest - could help you pay off your home years ahead of schedule and save you thousands.   

Deposit Products / Investment Loans / Mortgages

When it comes to banking, people often default to what's presented by their bank without exploring or understanding what other options are on the market. Sometimes it serves them well, other times it leads to missed opportunities. We know the marketplace and have helped our clients take tremendous strides that they might have missed otherwise.

One of our favorite tools is what we call the Mortgage By Design which has helped a number of our clients pay off their mortgages years ahead of schedule and save thousands in interest payments.

Testimonials

"The Mortgage By Design allowed us to leverage our investment property to pay down our principal residence significantly faster. It's going to save us over $100k. Amazing strategy!"

Bradford & Grace
LFC Clients

"I have trusted Loney Financial for over 15 years with my financial plans and strategy. Not only have they gone above and beyond the call of duty helping me with my divorce transition and the untimely death of my father, but I have come to think of them as lifelong friends. I have gladly sent many of my friends and family members, as it can be a challenge to find such a trusted financial advisor."

Ian Selbie
Founder, Sales Mentor

"It's this level of trust that you cannot buy anywhere and the primary reason why I continue to work with Loney Financial"

Vince Taylor
President, Pilot House Real Estate Inc.

"My father recommended your organization to me and I'm pleased to say that I, in turn, have recommended Loney Financial and the services that you provide to my family, friends, and my peers"

Wes Cox
President, Clean Air Services

"Your financial expertise has provided for increased financial protection while at the same time reduced exposure to taxation"

Sid Landolt
President, S&P Destination Properties

"The level of professionalism afforded me by your company leaves me with the desire to recommend your services to the people I associate with whether it be at a business or personal level"

Mike Crowley
Corporate Sales, Kal Tire.

Contact us

Ready to see how much faster you could be debt-free? Let's audit your current banking structure and build a plan that prioritizes your net worth over the bank's profit.