About LFC
Our Mission
Loney Financial Corporation has one main goal, to provide our clients and their families with a wealth management strategy that takes care of their financial needs today and in the future. Our focus is to secure, maintain and protect the financial lifestyle they would envision for themselves throughout their lifetime. We are proud partners in your financial future.
Our Pledge
► At LFC, our commitment is to creating personalized financial solutions on an individual basis.
► We build and cultivate relationships, working with our clients and guiding them through their financial life.
► At Loney Financial our clients are not just an account or a number, they are people; friends, family, neighbours and members of our community
► LFC has developed a reputation for integrity & trust. This compliment from our clients is demonstrated by the fact that referrals from existing clients generate over 90% of our new business
Our People
Loney Financial Corporation (LFC) started with a vision from our President, Dan Loney when he entered the life insurance business in 1985. He envisioned professionals working together to assist a client in meeting their wealth management needs. In 1996, Dan's vision became reality. LFC became the first multidisciplinary company in Canada providing clients with access to accounting partners and a law firm in the same building. This has given clients immediate access to professional advice on tax planning and corporate or family law issues that arise during discussions.
Denise Bailey, Advisor and Client Services Coordinator, has acquired an in-depth knowledge of financial administration through her 25 years of experience in the insurance industry with two major international companies.
Brett Anuik, Internal Sales Specialist, he comes to us by way of the banking industry, where he specialized in living benefits, premature death, and long-term care insurance. His versatility between the personal and corporate business needs is a result of his past business experience and education, which includes degrees in Marketing and Finance.