Welcome to Lomas Financial Inc.

Discover How We Can Help

Frequently Asked Questions

• How can Lomas Financial Inc. help me reduce taxes on passive income?

  We specialize in strategic tax planning to maximize your savings. By assessing your current financial landscape and utilizing various insurance based solutions we ensure that your passive income protected, potentially saving you significant amounts annually.

• What strategies does Lomas Financial Inc. use to convert corporate wealth into personal wealth?

  I help business owners transform Corporate earnings into personal wealth while reducing taxes through my EPP method.

• What kind of investment advice can I expect from Lomas Financial Inc.?

  Our investment strategies are tailored to the unique needs of business owners. From risk management to portfolio diversification, we provide insightful advice to help you achieve your financial goals while focusing on maximizing returns and minimizing risks.

• How long does the entire process take?

  In general from first meeting to plan implementation our experience show that it can take several weeks to complete

• What makes Lomas Financial Inc. different from other financial advisors in Halifax?

  Our belief is that providing “Experiences Based Advice” first is highly important for a client's successful financial future. We look at what life experiences you want to achieve and help you plot the financial course to make it happen

• How are you compensated?

  The company with which we place the business will pay us a compensation once the contract is approved and in effect. You will never have to compensate us directly

• How often should I consult with my Lomas Financial Inc. advisor?

  We recommend regular consultations to keep your financial plan aligned with your evolving business goals. Typically, semi annual reviews are sufficient, but we can meet more frequently as needed.

• What is the first step to working with Lomas Financial Inc.?

  The first step is to schedule a consultation with my team. During this meeting, we'll discuss your financial goals, challenges, and outline how our services can help you achieve your objectives.