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Our Team

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Meet the Daniel E. Loney Team

We are proud to have a fantastic team of professionals with expertise in a wide variety of financial services who provide personalized caring service to all of our clientele.

Dan Loney

Certified Financial Planner

Chartered Professional Accountant

Dan Loney is a Chartered Professional Accountant and a Certified Financial Planner. Dan has over 20 years of experience serving clients in Southwestern Ontario and around the world.

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Jennifer Iwanchun

Jennifer Iwanchun came to Dan Loney’s office with extensive experience in personal taxes and has been with us for the past 5 years.

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Lisa Douglas

Lisa graduated with a Business Accounting diploma and has been working at Dan Loney’s office for over 5 years.

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Mandy Roelofs

Mandy joined the team in 2017 to provide administrative support and supervise the seasonal staff during our busy personal tax season.

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Josh Tannous

Josh graduated with a Business Accounting diploma and joined the team in 2017.

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Adelaide Phelps

Adelaide first joined the team in 2018 to help out during the busy personal tax season.

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