Stop guessing about your financial future.
Partner with experts in the Infinite Banking Concept who specialize in delivering real results.
At any time, choose the option below that best suits your preference.
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as I have insights to discuss or questions to resolve about The Infinite Banking Concept.

Click here to schedule a complimentary conversation. ​
I am still researching and eager to expand my knowledge.  
Click here for complimentary access to our expanded resources.
You’ll also appreciate the added benefit of our Family Banking Summit recordings and a copy of our book “Guide to Building Wealth Without Risk” … all of the above on the house, at no charge.  We know you’ll love it.  
What is Becoming Your Own Banker, The Infinite Banking Concept (IBC)?

The Infinite Banking Concept (IBC) was developed by the late R. Nelson Nash, author of the # 1 best selling book titled “Becoming Your Own Banker”. This book has sold more than 400,007 copies… WHY?… because it works! Click here to buy yours now!

Nelson answers the question best in this excerpt from his book:

“The whole idea is to recapture the interest that one is paying to banks and finance companies for the major items that we need during a lifetime, such as automobiles, major appliances, education, homes, investment opportunities, business equipment, etc.

This book is not about investments of any kind. It is about how one finances the things of life, which can certainly include investments. It is not about rates of return. As time goes by interest rates are up and interest rates are down — but the process of banking goes on no matter what is happening. It is a well-known fact that banks make more money during times of low-interest rates than when rates are high.

What is Ascendant Financial?

We are a Managing General Life Insurance Agency (MGA), offering a full range of life insurance coverage and living benefits options. Our primary area of insurance specialization is in the placement of dividend-paying participating whole life.  

We are licensed in the provinces of British Columbia, Alberta, Saskatchewan, Manitoba, Ontario, Quebec, Newfoundland, New Brunswick, and we are regulated by each of those individual provincial councils of insurance regulators.

We most love to serve Clients who possess optimum mindsets, such as being coachable, ambitious, respectful, financially responsible, kind, and always want to build a future that is bigger than their past.

Click here to read more about us >>

We ARE Canada's NEWEST MGA!

How Do You Learn Best?

1. Reading

2. Video

3. Audio

We've been there for our Clients for:

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Years
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Total Death Benefit and Total Cash Values of Our Clients
are increasing DAILY

Total Death Benefit Amount:

$418,192,259.4

Total Cash Value:

$ 66,984,056

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.

Canadian Life insurance calculator
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.



Blog Articles

More Info

Risk Management - Risk assessment, Investment diversification, Risk tolerance, Risk mitigation strategies
Risk management

Risk Management – Assessment, Investment diversification, Tolerance, Mitigation strategies Risk management is an integral aspect

Insurable interest - Trustee, Assumption, Requirements, Legal necessities, Beneficiaries, Underwriters
Insurable interest

Insurable interest with Ascendant Financial What is Insurable interest? The term “insurable interest” is used

Inheritance tax - Types, Assets, Rates, Exemptions, Thresholds, Laws, Plans, Strategies, Relief
Inheritance tax

Inheritance tax with Ascendant Financial What is Inheritance tax? The term Inheritance Tax (IHT), stands

Income tax - How to lower, Lowest, Provincial, Tax Brackets, Dividend income
Income tax

Income tax with Ascendant Financial What is Income tax in Canada? Income tax is the

Corporate tax - Calculator, Federal, Provincial Exemption
Corporate tax

Corporate tax with Ascendant Financial What is Corporate tax? Corporate tax, or the corporate income

Schedule A Call With Our Team To Start Your Process On Becoming Your Own Banker
 
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BONUS: Included with this is our Family Banking Summit Recordings (worth $297) and FREE copy of our book “Guide to Wealth Building Without Risk”. 

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