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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

"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

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.