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Optimized Insurance Coverage

Peace Of Mind When You Need It Most.

Insurance for peace of mind

The Financial Safety Net

When Dan Loney was a teenager, his father - the family's primary breadwinner - died tragically in a plane crash.  And it was a life insurance policy that allowed his family to move forward without significant financial burden.  To this day Dan is grateful that his father had the wherewithal to put that policy in place.  It's what inspires him to help others assure they're not financially vulnerable in unexpected circumstances.

 

Life Insurance

Term / Universal Life / Whole Life / Combination

Living Benefits

Critical Illness / Disability Income / Business Expense / Long Term Care / Personal Accident / Travel Insurance

Corporate Investing
The concept of insurance is simple, the details are complex. It starts by asking tough questions that by nature we don't like to think about. Where am I, and my loved ones vulnerable? What's the worst-case scenario? How can I mitigate the financial burden? Dan and his team will guide you through the process and make sure you have all the information you need to make informed decisions.

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

Let’s review your current coverage to ensure it’s optimized for your current life stage. Whether you need a simple term policy or a complex corporate succession plan, we’re here to help.