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Welcome To Loney Financial

Wealth Strategies For Families and Business Owners
Langley, BC

At Loney Financial, we provide the expertise and leadership needed to navigate the complexities of personal and corporate finance.

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Loney Financial

About Loney Financial

For over three decades, Loney Financial has been a cornerstone of financial mastery and leadership. Founded on the principles of generosity and integrity, we help families and business owners grow their wealth, protect what matters most, and leave a legacy that lasts.

Dan Loney of Loney Financial

We build your trust and handle your legacy with care.

For three decades, Dan Loney poured his heart and soul into helping his clients get their personal finance, corporate finance, insurance, and estate planning just right. In the community, Dan was known for his generosity and philanthropy and always found a way to serve and elevate others.

Now it's our turn; we stand on the shoulders of a giant.

We are Loney Financial, and we can help you or your business grow your wealth, protect it, and leave a legacy that serves your family, the way they deserve.

Your Path to Financial Clarity

At Loney Financial, we align every aspect of your wealth from growth and protection to debt and legacy. Explore our core services to see how our thirty year tradition of excellence can help you navigate your unique path.

Investments

Build your net worth with informed, responsible strategies designed to grow your assets and reduce your liabilities.

Explore Investment Strategies

Insurance

Our team will guide you through the process and make sure you have all the information you need to make informed decision

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Estate Planning

Spare your loved ones tremendous stress and assure your legacy is by your own design.

Design Your Legacy

Group Benefits

We can help you design the ideal program so that you can make an informed decision.

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Banking

We've helped a number of clients pay off their mortgages years ahead of schedule and save thousands in interest payments.

Explore Our Banking By 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

Take the first step toward total financial clarity. Our team is ready to help you navigate the complexities of investments, insurance, and estate planning with 30 years of proven leadership. Fill out the form below to let us know which areas of your financial life need a strategy, and we’ll be in touch to help you nail the fundamentals.