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Estate Planning

Your Legacy By Design

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. 

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. 

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

Think of your estate as an asset pie. You want one piece to go to your chosen people, a piece to charity if that's what you wish, and whether you like it or not, the CRA will demand their piece. The goal of estate planning is to maximize the size of the pieces going to your chosen people and charities, and minimize the size of CRA's piece.

Asset Distribution & Tax Planning

Think of your estate as an asset pie. You want one piece to go to your chosen people, a piece to charity if that's what you wish, and whether you like it or not, the CRA will demand their piece. The goal of estate planning is to maximize the size of the pieces going to your chosen people and charities, and minimize the size of CRA's piece.

Testimonials

"For over 20 years, I have trusted Loney Financial with my Financial plans and Strategy. They have gone above and beyond, and I have come to think of them as lifelong friends. I have gladly referred many of my friends and family members and will continue to do so."

Ian Selbie
Founder - Sales Mentor

"You need people you can trust, who know their craft. Look no further than Loney Financial."

Vince Taylor
President - Pilot House Real Estate Inc.

"My father recommended Loney Financial to me and I have been pleased with their service and advice. In turn, I have recommended them to my friends, family, and peers."

Wes Cox
President - Clean Air Services

"The advice and professional service have been exceptional."

Mike Crowley
Corporate Sales - Kal Tire

"Loney Financial's mortgage by design strategy allowed us to leverage our investment property to pay down our principal residence significantly faster. We are mortgage-free years ahead of schedule!"

Grace
Loney Financial Client

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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.