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About Mooney Lane & Associates

Mooney Lane & Associates Private Wealth Management is a wealth management team focused on helping investors achieve their goals through building wealth and managing their risks. We have evolved to meet the needs of our clients and stay at the forefront of the rapidly changing wealth management landscape.

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Services We Provide

You're covered in these areas to name a few. Click any of the below Services to view all of our focus areas.

Investment Management

The only proven asset management philosophy is the one that takes emotion out of the equation and relies on a long-term disciplined approach…


Alternative Investments

We pride ourselves on being able to offer our clients a wide range of investment solutions to ensure they are accessing all facets of the market.


Risk Management

Creating an effective financial plan also involves identifying and mitigating risk. Understanding your tolerance for risk – including those related to …


Group Benefits & Pensions

Group personal pensions (GPPs) are a type of defined contribution pension which some employers offer to their workers.


Retirement Planning

Planning for retirement isn’t just about contributing to your RRSP or group pension plan. It’s also about how you’ll live in this next stage of your life.


Estate & Legacy Planning

Estate planning involves wealth preservation and the orderly transfer of assets during your lifetime or upon death.


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