Ascendant Financial Inc.
Ascendant Financial is a financial advisory firm offering life insurance, financial planning, and tax-advantaged wealth strategies through the Infinite Banking Concept. The firm has 25+ licensed advisors across Canada and the U.S. with 17+ years of experience.
- Emphasis on tax & financial planning
- 161 client reviews (4.9★ average)
Strong fit for tax & financial planning.
Ascendant Financial is a financial advisory firm offering life insurance, financial planning, and tax-advantaged wealth strategies through the Infinite Banking Concept. The firm has 25+ licensed advisors across Canada and the U.S. with 17+ years of experience.
Reviewers recommend starting IBC process sooner rather than later, even for seniors
Reflects how complete and verified this listing is on ABSeniors — review volume, recency, website review, office, and funding info. Not a quality rating of the provider.
What they're known for.
Summarized from the provider's own website. Verify specifics when you contact them.
Who this may be right for.
Good fit for
- Families planning long-term retirement and generational wealth through whole life insurance
- Small business owners integrating personal and business financial planning
Ask first if
- Practice is heavily focused on the Infinite Banking Concept (IBC) using whole life insurance policies — not a general investment or tax firm
A calmer first step.
Brief phone conversation
Share what is happening, who needs care, and whether the need is urgent or exploratory.
Care needs and schedule review
Discuss mobility, memory, safety, meals, personal care, household help, and preferred visit times.
Caregiver matching
The team looks for fit based on care level, personality, language preferences, and comfort.
Start small, adjust as needed
Many families begin with shorter visits, then adjust the plan as the senior becomes comfortable.
Serving Calgary families.
In their own words.
“I’ve had an entirely positive experience with the team! They have been very personable and are always able to help!”
Excerpts from public Google reviews. See all reviews on the provider's Google listing.
Compare with similar Calgary providers.
| Provider | Reviews | Rating | Best for |
|---|---|---|---|
| Ascendant Financial Inc. · this provider | 161 | 4.9 | Tax & Financial Planning |
| Property Law Firm CB LLP (MacKay Real Property Law) | 1229 | 4.9 | — |
| Property Law Firm CB LLP | Calgary South | 544 | 5.0 | — |
| Summit Legal Group | 525 | 4.9 | Wills & Estates |
| Kahane Law Office | 513 | 4.5 | Wills & Estates |
| Clark & Clark Lawyers | 504 | 4.9 | Wills & Estates |
Based on Google review counts and ABSeniors data for legal & financial in Calgary. Verify current details with each provider.
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Get my top matches →Questions families actually ask.
What financial concept does Ascendant Financial specialize in? +
Ascendant Financial specializes in the Infinite Banking Concept (IBC), which involves using whole life insurance policies as a personal banking system to generate and control cash flow. Multiple reviewers describe the team as deeply knowledgeable and passionate about IBC specifically.
Is there pressure to sign up or purchase a policy right away? +
Reviewers consistently note that there is no pressure from Ascendant Financial staff to proceed with opening a policy. The team focuses on education first and ensures clients feel informed and comfortable before making any decisions.
What educational resources does Ascendant Financial provide to clients? +
The firm offers podcasts, videos, regular webinars, a client portal, and resources such as Wealth Without Bay Street and the Bankers Vault platform. These resources are available to both clients and the general public to learn about IBC at their own pace.
Is Ascendant Financial suitable for seniors considering retirement planning? +
At least one reviewer who identified as a senior noted that implementing IBC through Ascendant Financial changed their perspective on money and retirement, and emphasized it is never too late to start. The team is described as patient and thorough in explaining concepts regardless of a client's starting knowledge.
Can Ascendant Financial help with small business financial planning? +
At least one reviewer noted that the team provided ideas for how the IBC process could benefit both their family's financial future and their small business. However, the firm's primary focus appears to be whole life insurance-based personal banking strategies.
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