At Lomas Financial Inc., we are dedicated to helping business owners thrive by mastering their financial challenges through expert advice and strategic planning.
Founded in Halifax, Lomas Financial Inc. has been committed since its inception to aiding successful business owners overcome their financial hurdles. Our founder, Daniel Lomas, leveraged his extensive experience in financial advisory to create tailored solutions that can significantly reduce taxes and facilitate the smooth conversion of corporate wealth to personal assets.
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. Our past success has proven that when we help clients look at “Experiences First” it becomes easier for them to make the right financial decisions to reach their destination.
‘Therefore, we use a compass in our logo to symbolize helping you find your financial direction. A compass guides you to your destination or it can help you get back on course’
Hello, I'm Daniel Lomas, With over two and half decades of experience as a financial advisor, I understand the unique challenges faced by thriving business owners . I'm passionate about crafting solutions that not only meet but exceed the financial expectations of my clients.
Daniel is licensed for Life and Health insurance in Nova Scotia, New Brunswick and Ontario.
Assistant to Dan Lomas
Read our comprehensive guide to reducing taxes and enhancing wealth conversion, tailored specifically for business owners in Halifax. Seize the opportunity to advance your financial goals today!
Explore how we help Halifax's thriving business owners achieve financial efficiency and growth.
"Lomas Financial Inc. revolutionized our tax strategies, resulting in substantial savings." - CEO, Tech Innovations Inc.
John Smith - CEO/Founder
"Thanks to Lomas Financial, I've successfully transferred my business wealth into personal investments with minimal tax impact." - Founder, Creative Solutions Ltd.
Mary Beth Burkett - Human Resources
"Their personalized service made all the difference in my financial planning." - Owner, Halifax Retail Group
John Commacio - COO
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