"Building and Preserving Personal Wealth" TM

Alan Loney
Financial Advisor

1725 16th Avenue, Suite 101
Richmond Hill, ON
L4B 0B3

T : 9057097911     Ext: 2229
F : 9057097022
C : 9056214499
aloney@keybase.com

BACKGROUND

I have worked in the financial services industry in various roles for more than thirty years. For the past eleven years I have served the Durham Region as a Financial Advisor.

It is my belief that all Canadians deserve access to sound, unbiased financial advice regardless of their occupation or net worth. Whether you are just starting out, in mid-career, or approaching retirement, or are retired I can help you with the important financial decisions you may be facing.

INVESTMENT PHILOSOPHY

I focus on providing independent financial advice to clients. I do not screen clients by occupation or net worth. It is important to me that my clients feel closer to reaching their goals because of our relationship. It is very rewarding to me when a client makes major steps forward towards a goal. Many times that involves being a coach, a teacher and a listener as well as an advisor. My financial services client base continues to grow through referrals.

I run my practice based on the following principles.

  • People focused not product
  • Keep it simple
  • Have a plan and follow it
  • Pay yourself first not last
  • Create an investment mix that is balanced
  • Don't use short time frames to define success/failure
  • Investing is a marathon, not a 100-yard dash
  • Difficult periods can be good buying opportunities
  • Use quality products. Not flavour of the month
  • Invest for purpose

    If you would like to develop a financial action plan to benefit you and your family please do not hesitate to contact me.



  • Keybase Financial Group Inc. is a Member of the MFDA and the MFDA IPC