New to Ascendant Financial?

Meet our Team

Our Dedicated Team of Advisors

(Front Stage: The people who make it all happen)

Our Client Success Team

Michelle Amoroso

Client Success Team Leader

Elizabeth Wall

Client Success Associate

Our New Business Team

Stephanie Innes

New Business Team Leader

Kathy Gelinas

New Business Associate

Jennifer (Niffer) Wolfe

New Business Associate

Maureen Amoroso

New Business Associate

Carrie Johnson

New Business Associate

Administrative Team

Agatha Lesage

HR Support & Administrative Team Leader

Launa Moon

Administrative Associate

Nadine Bernardin

Administrative Associate

Paul Lancaster

Administrative Associate

Ashley Howell

Administrative Associate

Our Quebec Team
Our Operations Team

(Back Stage: Without them, nothing else happens)

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Devan Borsboom

IT & Automation Leader

Jenn Kolody

Director of Team Sales & Operations

Rebecca

Rebecca Lowe

Chief Financial Officer

Agatha Lesage

HR Support & Administrative Associate Leader​

Moses Thien

Marketing Leader

Our Resource Partners

(To optimize the objective financial advice we provide to our clients, we collaborate with and leverage the very best in expertise from our trusted resource partners.)

Tim Dawson

Chartered Accountant

Frank Abate

Frank Abate

Trust and Estate Planner, Certified Financial Planner
Chartered Accountant

Compliance Designate

(The most popular person at every Team gathering)

Dan Allen

Compliance Officer

Executive

(Look up ... those are all the People who really make it happen)

Jayson Lowe

Chief Executive Officer

Richard Canfield

Content Development & Podcast Co-Host

Sarbloh Gill

Special Operations

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Devan Borsboom

IT & Automation Leader

Jenn Kolody

Director of Team Sales & Operations

Michelle Amoroso

Client Success Team Leader

Agatha Lesage

HR Support & Administrative Team Leader

Stephanie Innes

New Business Team Leader

Moses Thien

Marketing Leader

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.

 

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. 

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