Daniel J Lomas Email & Phone Number

Most professionals focus on building up the total value of their nest egg during their working lives without giving much thought to the effect of their account type and asset location will have on the taxation of the distribution phase. This leaves many ill-prepared for retirement. I help business owners transform corporate earnings into personal wealth while reducing taxes through my EPP method.WHO I HELP:I provide concierge-level service - proactively and responsively communicating, conducting regularly scheduled meetings, and partnering with clients and their tax, legal, and other professional advisors. I ensure that our client's investment policies, asset, and liability strategies remain aligned with their evolving goals.I partner with successful business owners within 10 -15 years of retirement, including a strong emphasis on, but not limited to:- Incorporated Business Owners- Executives- Incorporated Professionals- ManagersHOW OUR PROCESS WORKS:By implementing tax-efficient strategies, you can maximize your after-tax returns and minimize your tax liabilities. This involves carefully examining your income, expenses, and investments to identify potential deductions, credits, and other tax advantages that can help optimize your overall tax position. Additionally, conducting a detailed analysis of your business enables you to gain a deeper understanding of its financial performance, strengths, and areas for improvement.WHAT MAKES US DIFFERENT:Using wealth creation strategies that are usually reserved for the top 1% of the population, I assist my clients in creating sustainable real wealth through my proprietary EPP method. This unique approach focuses on growing your REAL Money, defined as what you keep after fees, taxes, and inflation.HOW IT WORKS:I possess the technical expertise, relevant experience, and multi-disciplinary team of professionals necessary to handle the unique and complex tax, trust, retirement, and estate planning needs of successful professionals and incorporated business owners. I am a lifelong learner and have tailored my education to meet the specific challenges that face professionals and business owners. It all starts with an initial call to understand your current situation, where you want to be, and if we’re the right partners to help you get there.READY TO TALK?Reach out to me directly here on LinkedIn, email me at daniel.lomas@dfsin.ca, or call me directly at 902-209-0855Operating in Nova Scotia, New Brunswick and Ontario

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  Financial Advisor

  Desjardins Financial Security Independent Network

  Dec 1997 - Present - 7051 Bayes Rd, Suite 202, Halifax , Ns, 902-446-4560

  Planning for your financial future is a very important step to achieving your retirement goals. The earlier you start, the sooner you'll be able live those dreams in life.I work with professionals and business owners to put in place insurance strategies to protect their family, their business, their income, their home and their retirement. I operate on a relationship model and not a transaction model - I build long term client relationships with people I know, like and trust. Is that… Show more Planning for your financial future is a very important step to achieving your retirement goals. The earlier you start, the sooner you'll be able live those dreams in life.I work with professionals and business owners to put in place insurance strategies to protect their family, their business, their income, their home and their retirement. I operate on a relationship model and not a transaction model - I build long term client relationships with people I know, like and trust. Is that you? Connect here on LinkedIn or via phone or email and we can set up a complimentary, no-obligation consultation to see if there's a fit and we can work together.SPECIALTIES: High Cash Value Life Insurance, Financial Seminars, Life Insurance, Critical Illness Insurance, Succession Planning, Legacy Planning, Business Strategy, Tax Strategies, * I am licensed for insurance in Nova Scotia, Ontario and New Brunswick. Show less