Plan Your Financial Future Plan Your Financial Future

Transform Business Success into Lasting Personal Wealth

At Breakthrough Financial Services Corp, we are dedicated to strengthening your financial future and helping you reach your goals. Our expertise in financial strategies & wealth management in Calgary ensures your most important assets are safeguarded, giving you confidence and peace of mind. Trust us to guide you toward financial growth with clarity and trust.

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Maximize Your Business Wealth with Strategic Planning

Explore our in-depth guide to financial strategies & wealth management in Calgary, designed to help entrepreneurs protect assets, optimize investments, and secure lasting personal wealth. Take the next step toward a stronger financial future today!

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Turning Corporate Gains into Personal Wealth

We provide financial strategies in Calgary that helps business owners convert retained earnings into personal assets while reducing tax impact. This approach ensures more of your capital can be invested back into your business and personal future.

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Optimize Corporate Wealth with Investment Policies

"Breakthrough Financial Services Corp transformed my financial strategy. Their innovative solutions have significantly reduced my tax liabilities and unlocked new opportunities for growth."

John D., Calgary

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

Building Lasting Security Through Smart Asset Management

With decades of experience in wealth management in Calgary, we create practical strategies for asset movement and long-term growth. Our guidance focuses on protecting your resources while building the financial stability you need to move forward confidently.

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Life Insurance for the Financial Security of Your Family

"The expert advice I received from Breakthrough Financial Services Corp was invaluable. They provided a tailored plan that perfectly addressed my financial needs."

Sarah L., Edmonton

We are partnered with top investment and insurance companies in canada

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

Integrated Services for Complete Financial Strategy

Our financial strategies and wealth management in Calgary services cover everything from investments to insurance, adapting as your life and business evolve. Every plan is designed to keep your wealth secure, flexible, and aligned with your goals.

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Life Insurance for the Financial Security of Your Family

"Their holistic approach to financial strategy has been a game-changer for me. I feel more secure and confident about my financial future."

Mark R., Red Deer

Critical Illness Insurance | Financial Support for Illnesses

Breakthrough Financial Services Corp serves clients across Alberta.