Ascendant Financial Inc: Financial Planner - Edmonton

About

Ascendant Financial is a financial planning firm in Edmonton, Alberta, specializing in the Infinite Banking Concept and strategies to help clients take control of their finances.

Who This Provider Is Best For

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Most recent reviews

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  Robert White

  3 weeks ago · via Google

  I met Josh through Ascendant Financial Inc. while working to develop and implement an Infinite Banking Concept (IBC) system for my family. From the start, he has been incredibly helpful in not only explaining how to use the system, but also helping me refine and improve it to better meet our goals. Josh consistently provides valuable resources, points me toward additional education, and takes the time to clarify questions and concepts I didn’t fully understand. His depth of knowledge and willingness to teach really set him apart. I’ve worked with another group in the IBC space before, and while they were good, the level of service, expertise, and educational support I’ve received from Josh and his organization is truly on another level—head and shoulders above the others I’ve encountered. If you’re serious about learning and implementing IBC the right way, I highly recommend working with Josh and Ascendant Financial.

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  Aaron Valerio

  a month ago · via Google

  Ascendant Financial helped me open a whole new perspective on how our family's financial life must be done. They showed and explained to us what is missing in our financial strategy that keeps us stuck. Mr. Dan Allen, my advisor, has done a great job setting up all my insurance policies and in helping me understand the concept of Infinite Banking in a deeper level. I still have much to learn about the process, but I'm glad I'm part of a community that I know will help me grow financially. I highly recommend Ascendant Financial to those of you who are interested in learning the Infinite Banking Concept. Almost all of the advisors with Ascendant Financial have trained and was mentored by Mr. Nelson Nash himself, so they know this whole concept and process of becoming your own banker.

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  Aaron Bohnke

  3 months ago · via Google

  I started my whole life insurance journey knowing nothing. I was extremely skeptical and ignored all the social ads that constantly popped up on my feed. That is until I saw one from Jayson Lowe and he said something profound that caught my attention. He said that "All money spent is financed, be it borrowed or saved.". This struck a chord in me and I looked deeper into his services. Ascendant Financial offers a holistic approach to whole life insurance. They will assess your personal finance needs now and in the future and help structure a policy that satisfies. They have scads of information to help you apply the whole life policy as a tool for IBC. If needed, your advisor is always available to answer questions and responses are almost immediate. I have found that the team is very complimentary and if your advisor does not have the answer, or is unfamiliar with what you are asking, the team is broad enough that the answers are available. They can also assist with setting up corporate policies and structure them to remain tax sheltered. I found the experience with Lorraine, who is my primary advisor, to be transparent and forthright. Never have I felt pressured by Ascendant to make any commitments. You will see that Ascendant advisors personally take advantage of the system and that gives me great faith. If I was interested in learning more about IBC and whole life policies I would look to Ascendant Financial as my starting point. Thank me later.

Services

• Financial Planning

Licenses & Registrations

Associations & Accreditations

Languages Supported

• English

Location

4445 Calgary Trl NW #600, Edmonton, AB T6H 5W6, Canada