Ascendant Financial Inc: Financial Planner - Edmonton - Edmonton, Alberta

Bilimba J.

Je suis très heureuse et satisfaite de connaître Ascendant Financial .

Kyle B.

This company had been amazing. They have been around for a long time with a solid and upstanding reputation. They have worked very closely with myself taking so much time to teach me about the intricacies and workings of their business and building my own system and insurance for myself and my family’s future.

Vernon specifically has been absolutely amazing. You couldn’t ask for a greater guy. He’s Ben so helpful and dedicated so much time to teaching me and helping me along.

I would recommend this company a 1000 times over and more specifically Vernon.

You’re in the best hands here and I recommend anyone to take the first step to building an amazing future here.

Lidna L.

I recommend Liliana at ascendant financial for the following reasons:
She is extremely knowledgeable about « Participating Dividend Paying Whole Life Insurance. » She is always very patient with me. She takes the time to answer any questions or address any concerns that I have.

As an advisor, her approach is truly outstanding. She first listened to my short and long-term goals in order to understand my needs and preferences and provided me with personalized options. By doing so, she put me on the driver's seat where I believe I should always be. The service received was second to none because of her openness, her responsiveness, professionalism and friendly tone.

Liliana is the best agent I have ever had. If you are looking for a great agent, you will be delighted!

Michael B.

I’ve had a great experience working with Ascendant Financial on my IBC implementation and have been thoroughly impressed with the level of service provided. From the initial contact, Paul was attentive to my needs, taking the time to explain my options in a straightforward and friendly manner. Their professionalism and expertise were evident throughout, making it easy to navigate the complexities of insurance.

Additionally, the Ascendant client portal is an incredibly useful tool, and I’m happy to have access to it for free!

Dan T.

Ascendant Financial is thee Best place to get into whole life policy's! They follow the late Nelson Nash and his Infinite Banking and how to set up to be your own banker. This is the exact way I wanted my policy set up and will be doing more policies with Ascendant. Vern explains everything in easy terms and ensures you know how everything will work in your policy. Vern is very patient and made sure all my questions and concerns were answered before I made my decision to proceed. I cannot thank his team enough for the help I have received 🙂
Highly Recommend

lynah V.

This past year, I’ve been working with Elizabeth Wall and her team. I am extremely pleased on how professional and the quality of work at Ascendant Financial. Elizabeth and her team has been nothing but patient, transparent and a guide throughout the process of getting my application started and I am pleased to say, I have been approved for my first policy! (Trust the process and do your research)

Everyone’s situation has their time and place and Elizabeth has been amazing in customizing my policy that fits my needs and wants. I am very impressed with the collaboration and connection at Ascendant Financial, when Elizabeth needed assistance in acquire my needs , she did not hesitate connecting with her team & made it happen!

I appreciate the time & am look forward in connecting more with Elizabeth and the team !
Thanks guys!

Brian Q.

Ascendant Financial has gone above and beyond so far with my experience. Our advisor Roman has been such an amazing person helping us understand and make sure we feel comfortable with our choices. I’m looking forward to our journey with Roman and Ascendant in helping us become our own bankers. I wish that I knew about this sooner, my message to anyone that’s ever heard about this and needs to get a better understanding, please reach out to Ascendant and they will help you build a legacy for your family.

Clint

Roman from Ascendant Financial has been a great help in explaining the Infinite Banking Concept in a clear, easy to understand way. I greatly appreciate his patience and willingness to help us set up a policy that specifically fits our needs. I look forward to working with him in the future and can't recommend him enough.