Ascendant Financial Inc: Financial planner - Edmonton - Edmonton
Ascendant Financial Inc: Wealth management Experts in Canada - Ascendantfinancial.ca
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.
Contact Ascendant Financial Inc: Financial planner - Edmonton
| Address : | 9080 25 Ave SW #202, Edmonton, AB T6X 2H4, Canada |
| Phone : | 📞 +788999 |
| Postal code : | 6 |
| Website : | https://www.ascendantfinancial.ca/ |
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Kenneth Seh on Google
★ ★ ★ ★ ★ Ascendant Financial has a team of dedicated professionals who are not only preachers but also doers of the Infinite Banking Concept. It is such a great experience working with Richard who is my advisor and would not mind spending more time with me than was scheduled to make sure that all my questions are answered and that I understand how to take advantage of such an awesome concept of taking control of my live when it comes to banking and securing the future of my family. Great thanks to Richard and the Ascendant Financial team!
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Darcy and Lisa Densmore on Google
★ ★ ★ ★ ★ I started my first policy through an Ascendant Financial advisor in October 2021. My only regret is that I did not start with a much larger policy off the hop, but I was hesitant and a little skeptical so I started with a smaller 12K policy. I have already started utilizing my cash values from that policy for paying off some expenses which have already saved me money. Now that I realize the amazing power and potential of this IBC system, I am eager to open a second, and much larger IBC policy in the next couple of months.
I am very fortunate to have discovered IBC and Ascendant financial, and looking forward to providing policies for each of my children and grand children, and most importantly, being able to teach them about IBC and how to properly utilize a properly designed IBC policy to for all of their banking, financing , schooling and investing needs.
Do not pay into a government registered RESP as I did for my kids.
It is an absolute must that you speak with an Ascendant advisor about the very much superior strategy of instead putting that money into a IBC policy, which will not only provide capital for the Childs education, but will not restrict them to a very restricted selection of options of schools, courses, timelines etc., or even if they change their minds before or in the middle of a program, but also provide a very secure retirement fund for them when they are at retirement stage of life.
IMO a IBC policy and knowledge about the power of using it properly, is the best gift you can give a child or grandchild.
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Heather Albers on Google
★ ★ ★ ★ ★ I have nothing but good things to say about Vernon. He is very knowledgeable about what he does. He was articulate and patient as he walked me through the plan that was right for me. He didn’t pressure me in any way. I especially appreciated his patience when it came to me figuring out zoom calls, and FaceTime calls. He has earned my trust and would recommend Vernon to anyone who is looking to invest their money wisely.
Sincerely,
Heather
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Carey-Lyn Holt on Google
★ ★ ★ ★ ★ Working with Ascendant Financial has completely revolutionized the way I think. Sarbloh is an incredible advisor and I am so lucky to work with him! I’ve also been really enjoying Ascendant Financial’s client portal, YouTube channel, and the podcast. It keeps the learning going and my confidence and understanding of the process grows every day. If you are on the fence about joining Ascendant Financial I highly encourage you to reach out and talk to someone. I’m so excited to keep working with Sarbloh at Ascendant Financial!
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Daryl Appleton on Google
★ ★ ★ ★ ★ I have been working with Jayson for almost 8 years now and have nothing but great things to say about him and his team. He has always been extremely responsive, helpful and honest with all my inquiries. I have and will continue to recommend Jayson and the Ascendant team for any and all financial needs!
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Di Burga on Google
★ ★ ★ ★ ★ I met Jayson years ago. He was my introduction to Infinite Banking. I can't say how grateful I am to have met him. He is extremely knowledgeable and he cares for his clients. I would recommend any of the practitioners at Ascendant Financial if you are is looking for a less stressful way to build your finances with security, unlike the stock market, then you should learn about infinite banking and work with an experienced professional from Ascendant Financial. It requires a little thinking outside the box and willingness to learn and ask questions. You won't regret it. When people discover Infinite Banking they wish they had known about it years ago. It's never too late.....
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Rowan Leach on Google
★ ★ ★ ★ ★ Ascendant Financial is an incredibly passionate and caring team! They are helping me improve my financial situation and supporting my transition away from my conventional reliability on financing institutions. They have committed countless hours and resources to help me and I am very grateful!
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Tammy Miller on Google
★ ★ ★ ★ ★ Ascendant Financial has a fantastic team of professionals who do a great job of coaching you through the process of winning financially. They provide a truly unique experience that is incomparable to other financial planners. I would recommend Ascendant Financial to anyone who's ready to deal with money in a whole new way.
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