Estate Planning – Loney Financial

Be Remembered The Way You Want

When it comes time to distribute your assets, will there be any doubt or confusion about who gets what? Will you have accounted for taxes and expenses in advance? Or will it be up to your loved ones to sort it all out? These are the essential questions involved in estate planning, and we strongly suggest a proactive approach.

Asset Distribution

Tax Planning

Only one in three Canadians have a legal will. Others typically avoid the subject because it's uncomfortable and they don't know where to start. The problem is if you don't have a will or your estate fully mapped out, upon your passing your loved ones will be faced with the daunting task of distributing your assets and ensuring all taxes are paid. The government will get involved and it can take years to get resolved. Action now will spare your loved ones tremendous stress and assure your legacy is by your own design.

Testimonials

"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

Spare your loved ones the burden of sorting it out later. Let’s sit down and map out a plan that ensures you are remembered exactly the way you want.

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