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We've been there for our Clients for:

Who we are

Our Clients work with Us to protect their Families and Futures. We are proud to be the # 1 Advisory Team to households, business owners and professionals. In addition to our in-house Team, we are backed by associations with expert Accounting and Legal Professionals. We rely on the good guidance of these Professionals to ensure that our unique strategies fully comply with best practices in business planning, as well as provincial and federal guidelines. We are licensed in most Canadian provinces, enabling us to easily facilitate planning situations nationwide. We are ALL accountable only to You.

Think about experiences that you’ve had that were extraordinary … like that delicious meal you had at a great restaurant, a show or performance you attended, or a beautiful hotel you stayed at where they went above and beyond —- any experience that truly made you feel special for being a Customer.

We work hard everyday to give our Clients that same feeling when they do business with us. We believe in the importance of leading with education and providing good guidance at every stage of your financial journey. For our Clients, that means promises kept and financial peace of mind.

What we do
  • Specialize in Becoming Your Own Banker
  • The Infinite Banking Concept
  • Authorized Infinite Banking Practitioner
  • Dividend paying participating whole life insurance
  • Life Insurance Agency
  • Private Advisor Coaching / Extended Advisor Network
  • Tax Advantaged Wealth Management
  • Estate Planning
  • Strategic Partnerships with Chartered Accounting Professionals

As Heard On...

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CANADA'S #1 FINANCIAL PODCAST WHERE CONVERSATIONS ABOUT MONEY ARE ACTUALLY ENTERTAINING AND INFORMATIVE

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Meet the Ascendant Team

For us, going above and beyond is just the beginning.

Recommended Reading

Becoming Your Own Banker

Unlock the Infinite Banking Concept. Read it with an open mind and you will discover an exciting new financial world!

CDN$24.99 CDN$36.99

The Case For IBC

A revolutionary method to take the banking function away from the “experts” and return it to the individual household and business owner.

CDN$19.99 CDN$26.73

The And Asset

Discover the secret way to save and use your money at the same time through the power of efficiency, compounding and control.

CDN$18.99 CDN$19.99

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Now is the time to TAKE CONTROLand finally put the ball in your court when it comes to YOU GROWING YOUR MONEY. We look forward to a personalized conversation with you.