Choose Your Path
We've been there for our Clients for:
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.
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
Strategic Partnerships with Chartered Accounting Professionals
Meet the Ascendant Team
For us, going above and beyond is just the beginning.