Ascendant Financial Inc: Financial Planner - Edmonton

Name: Ascendant Financial Inc: Financial Planner - Edmonton
Address: 1665 91 Street Southwest, Edmonton, AB, T6X 0C8, CA
Telephone: (780) 809-4599
Price range: $$$
Rating: 5

Empowering Edmonton families with Infinite Banking strategies for generational wealth and financial freedom.

5(5 reviews)

insurance

$$$

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About

Ascendant Financial Inc is a trusted financial planning firm in Edmonton specializing in the Infinite Banking Concept (IBC) and whole life insurance. The team provides personalized, educational guidance to help clients build long-term wealth, offering strategies like infinite banking, life insurance policies, and financial coaching. With a focus on clarity, patience, and professionalism, they empower individuals and families to take control of their financial futures through tailored plans and ongoing support.

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Location

1665 91 St SW, Edmonton, AB T6X 0C8, Canada

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Information

1665 91 Street Southwest

Edmonton, AB, T6X 0C8

(780) 809-4599 www.ascendantfinancial.ca/financial-advisor/alberta/edmonton/

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Services

Infinite Banking Concept (IBC) Coaching

Personalized guidance on using whole life insurance policies to build wealth and become your own banker, based on Nelson Nash's principles.

Whole Life Insurance Policies

Comprehensive setup and management of whole life insurance for long-term financial security and generational wealth planning.

Financial Education and Strategy

Educational sessions and strategic planning to help clients understand and implement effective financial mindsets and tools.

Wealth Management Services

Tailored advice and management for investments, retirement planning, and asset growth to secure your financial future.

Insurance Agency Services

Expert consultation and policy selection for various insurance needs, including life, health, and more, with a focus on client comfort.

5.00 · 5 reviews

Overall rating

Victor Lau

via Google

· 8 months ago

Henry is very professional and personable coach for infinite banking that we appreciated having to get us started. We were introduced to Henry through a friend's recommendation and it was worth it. Not only is he knowledgeable, but he's patient; answering all our questions and booking additional appointments when requested to help us feel comfortable with the new process and mindset needed to shift away from traditional finance mindsets. I highly recommend Henry as a coach and ascendant financial as a beginner to getting started with infinite banking.

F Doyle

via Google

· 8 months ago

Ashley helped me set up a whole life policy for Infinite Banking, and the experience was excellent. He explained the strategy clearly, answered all my questions, and made sure I felt comfortable with every step. He’s extremely knowledgeable, responsive, and never pushy. As a mom thinking about long-term planning and generational wealth, I feel much more confident and empowered about our financial future after working with him. I highly recommend Ashley to anyone looking for a trustworthy and skilled financial advisor.

David Fox

via Google

· 9 months ago

Working With Patrick and his team has been very educational and has been a great positive experience thus far. Patrick’s experience & Knowledge has helped guide my family and I through this process. One thing I respect About Rick, is he hasn’t always told me the answers I wanted to hear, but has given me the hard truth & explained in detail why the process has to followed in order. Rick and his team have gone above and beyond In their efforts to make sure they follow though on doing what they said they were going to do. I look forward to continuing business with Rick in the very near future, and working along side Rick and his Team. I highly recommend that if you have been referred to Rick and Ascendant Financial, to get with Rick and have a 15-20 minute conversation Thank Rick Appreciate you sir

Luis Diaz

via Google

· 9 months ago

My experience working with Ascendant Financial has been fantastic. If I could give them 10 stars I would. I Really love the approach they take to teaching and educating about IBC since there is so much miss information out there. they stay true to the fundamentals that Nelson teaches.I really really love working with my coach Chey He makes it simple he makes it fun and easy to understand IBC and what I really really appreciate is that he Meets me where I am every time we have a conversation I feel like I’m talking to an older brother and it feels kind of like we are solving a puzzle together. I highly recommend anybody reading this review to go get yourself a copy of Becoming Your Own Banker and Book a call with ascendant Financial They Know what they are doing you will not regret it this will change your Life!!!

Gary (Gary)

via Google

· 10 months ago

We recently started two whole life insurance policies with Ascendant Financial. Even after reading Nelson Nash’s book, my wife and I still had many questions about how the Infinite Banking Concept (IBC) would work for our family. I worried that I was asking too many questions and might be a burden, but I couldn’t have been more wrong. Our agent handled everything with incredible patience and professionalism. The open communication was refreshing, and it was reassuring to feel that our success truly mattered to them. Based on our experience, I would absolutely recommend Ascendant Financial to anyone considering whole life insurance policies. While I can’t personally speak to their other financial services, the level of care and attention we received gives me full confidence that they would exceed expectations in any area.

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