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.

When did the journey begin?

In 2008, our Founder Jayson Lowe became life licensed after being introduced to the process of becoming your own banker, the infinite banking concept.  

Jayson began to implement the process personally in his own life, and then began educating the general public.  The late R. Nelson Nash developed the concept and personally mentored Jayson for several years until his passing in March, 2019.  

Having achieved the Chartered Life Underwriter (CLU) designation, Canada's premier wealth transfer and estate planning designation.  And being accepted as a contributing member of the Conference for Advanced Life Underwriting (CALU), Canada’s professional association for leaders in the life insurance and financial advisory industry, Jayson is very humbled and proud to lead our growing Team at Ascendant in the role of Chief Executive Officer.

What makes us so unique?

We help People by actually helping them.

We have developed a deep understanding of what the Clients we have, and the Clients we want to have truly value, and then we deliver that value over and over again.  

We are intentionally the buyer, not the seller, meaning we only chose to work with People who possess the optimum mindsets of those who we most love to serve, one of many reasons why our existing Clients refer us so often to others who are just like them.  

Our coaching and mentoring program is a highlight of our services. We've invested time, talent, energy, and money to create an excellent coaching and mentoring program that includes ongoing one-on-one dedicated coaching, quarterly group client coaching sessions, and an exclusive online client portal. This portal is filled with the very best curated resources, video-based tutorials, and archived event recordings, all provided to our clients on the house, at no charge.

We have a dedicated team of Authorized Infinite Banking Practitioners and Mentors who provide expert advice and guidance to our clients. Our team members' profiles are available on our website under the “Meet our Team” menu option, where we proudly share each of their tenures with our team.

Don't take our word for it!  

Having earned hundreds of real five-star Google reviews (and rising daily), we encourage you to trust but verify what real People are describing about their experience being served by our Team.

We have assembled the best and most sought after Practitioners to enhance the financial well-being of Canadians and would love to hear from you.  

 
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