Financial Advisory, Investments, & Insurance Services Canada Comprehensive Financial Advisory Services for Your Needs

Turn Your Business Wealth into Personal Wealth

At Lomas Financial Inc., we are committed to securing your financial future and achieving your financial goals. Our expertise ensures your most valuable assets are protected, providing you with peace of mind. Trust Lomas Financial Inc. to guide you toward financial success with confidence and assurance.

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Unlock New Financial Opportunities

Read our comprehensive guide to reducing taxes and enhancing wealth conversion, tailored specifically for business owners in Ontario, Nova Scotia & New Brunswick. Seize the opportunity to advance your financial goals today!

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Optimize Your Wealth: Strategic Conversion from Corporate to Personal Assets

Our strategic approaches are designed to significantly lower taxes on passive income, enabling more investment back into your business and personal life.

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Optimize Corporate Wealth with Investment Policies

"Lomas Financial Inc. revolutionized our tax strategies, resulting in substantial savings."

CEO, Tech Innovations Inc.

Custom Financial Services and Solutions for Your Success
Secure and Grow Wealth with Segregated Funds

Maximize Your Financial Stability: Tailored Strategies for Asset Conversion

With over two and a half decades of experience in the financial industry, we provide reliable advice and proven strategies to help you navigate your financial journey with confidence.

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Life Insurance for the Financial Security of Your Family

"Daniel Lomas and his team expertly guided the transition of my business assets into personal wealth, ensuring significant tax benefits."

CEO, Advanced Solutions Ltd.

Partners we work with

Equitable, BMO Life, Canadian Protection Plan, Canada Life, Manulife, Desjardins Insurance.

Critical Illness Insurance | Financial Support for Illnesses
Disability Insurance to Protect Your Income
Infinite Banking | Build Wealth Through Control
About Lomas Financial Inc. | Financial Advisor in Canada
Our Proven Financial Planning Process | Lomas Financial Inc.
Financial Insights & Tips | Lomas Financial Inc. Blog

Customized Financial Solutions

Our comprehensive services cover everything from corporate investment to insurance and wealth management, adapting to your unique needs and evolving financial situation.

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Life Insurance for the Financial Security of Your Family

"The customized approach by Lomas Financial Inc. significantly improved our company's financial outlook."

CEO, Nova Scotia Tech Firm

Critical Illness Insurance | Financial Support for Illnesses

Lomas Financial Inc. serves clients across Ontario, Nova Scotia, and New Brunswick.