New to Ascendant Financial?

Meet our Team

Our Dedicated Team of Advisors

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

Team Members In Training
Our Client Success Team
Our New Business Team
13

Stephanie Innes

New Business Team Leader

6

Jennifer (Niffer) Wolfe

New Business Associate

11

Carrie Johnson

New Business Associate

34

Sasha Mac Donald

New Business Associate

12

Melany Newsham

Administrative Associate

22

Paul Lancaster

New Business Associate

32

Andrew Puim

New Business Associate

33

Leon Makombe

New Business Associate

Meet The team (3) (2) 1 (1)

Kapil Shrimali

New Business Associate

Administrative Team
3

Agatha Lesage

Human Resources and Administrative Leader

5

Launa Moon

Executive Administrative Associate To Jayson Lowe

4

Nadine Bernardin

Administrative Associate

Sukanya

Sukanya Chakraborty

Administrative Associate

9

Ashley Howell

Administrative Associate

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Bronwen Smith

Administrative Associate

41

Lynne Whitton

Administrative Associate

42

Crystal Lancaster

Administrative Associate

43

Emma Dobson

Administrative Associate

Meet The team (1) (1) 1 (1)

Lanie Ibus

Administrative Associate

Our Operations Team

(Back Stage: Without them, nothing else happens)

1

Jenn Kolody

Director of Operations

3

Agatha Lesage

Human Resources and Administrative Leader

8

Rebecca Lowe

Chief Financial Officer

2

Kathy Gelinas

Contracting and MGA Specialist

36

Candace Garcia

Contracting Specialist & MGA Coordinator

Our IT & Marketing Team
14

Moses Thien

Marketing Leader

37

Karan Grewal

Lead Automation Specialist

RON (1)

Chidinma Obi-Odunukwe

Marketing Specialist

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)

Profile 1 (2)

Janet Neufeld

Compliance Officer

Executive

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

Jayson

Jayson Lowe

Chief Executive Officer

29

Richard Canfield

Content Development & Podcast Co-Host

23

Sarbloh Gill

Advisor Team Leader / Head Coach

1

Jenn Kolody

Director of Operations

14

Moses Thien

Marketing Leader

3

Agatha Lesage

Human Resources and Administrative Leader

13

Stephanie Innes

New Business Team 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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