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Optimized Insurance Coverage

Peace Of Mind Where You Need It Most

A 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.  It's what inspired Dan in founding our company. No two families or businesses have the same insurance needs. It begins with thorough risk and needs analysis to help ensure your loved ones and business interests are financially protected in worst‑case scenarios

A 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.  It's what inspired Dan in founding our company. No two families or businesses have the same insurance needs. It begins with thorough risk and needs analysis to help ensure your loved ones and business interests are financially protected in worst‑case scenarios

Personal Insurance

If life changed overnight and a death, critical illness, or disability disrupted your household income, what would the family's financial situation look like? If you haven't already, we highly recommend a proactive approach.

Business Insurance

If your business partner died, who would receive their shares and become your new partner? And if a death, critical illness, or disability took out a key employee, what would be the financial impact on the company? Insurance‑funded buy–sell agreements and key person coverage can help protect businesses and families against these worst‑case scenarios.

Personal Insurance

If life changed overnight and a death, critical illness, or disability disrupted your household income, what would the family's financial situation look like? If you haven't already, we highly recommend a proactive approach.

Business Insurance

If your business partner died, who would receive their shares and become your new partner? And if a death, critical illness, or disability took out a key employee, what would be the financial impact on the company? Insurance‑funded buy–sell agreements and key person coverage can help protect businesses and families against these worst‑case scenarios.

Personal Insurance

If life changed overnight and a death, critical illness, or disability disrupted your household income, what would the family's financial situation look like? If you haven't already, we highly recommend a proactive approach.

Business Insurance

If your business partner died, who would receive their shares and become your new partner? And if a death, critical illness, or disability took out a key employee, what would be the financial impact on the company? Insurance‑funded buy–sell agreements and key person coverage can help protect businesses and families against these worst‑case scenarios.

Personal Insurance

If life changed overnight and a death, critical illness, or disability disrupted your household income, what would the family's financial situation look like? If you haven't already, we highly recommend a proactive approach.

Business Insurance

If your business partner died, who would receive their shares and become your new partner? And if a death, critical illness, or disability took out a key employee, what would be the financial impact on the company? Insurance‑funded buy–sell agreements and key person coverage can help protect businesses and families against these worst‑case scenarios.

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.

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.

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.

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.

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.

Want to find out if we're a fit?

The best place to start is a call. You can ask whatever questions you like. We'll ask questions about your situation and tell you about our approach. Frome there you can decide if we're a good fit.