Ascendant Financial Inc: Financial advisor - Red Deer
Ascendant Financial Inc. is a financial advisory firm in Red Deer, Alberta offering financial planning, life insurance solutions, and wealth-building strategies centered on the Infinite Banking Concept. The firm helps clients develop financial security and control through budgeti
- Emphasis on tax & financial planning
- 25 client reviews (5.0★ average)
Strong fit for tax & financial planning.
Ascendant Financial Inc. is a financial advisory firm in Red Deer, Alberta offering financial planning, life insurance solutions, and wealth-building strategies centered on the Infinite Banking Concept. The firm helps clients develop financial security and control through budgeting, investment guidance, and tax-advantaged wealth strategies.
Multiple reviewers recommend starting the IBC program as early as possible rather than waiting
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
- People wanting to implement the Infinite Banking Concept (IBC) using whole life insurance policies
- Individuals seeking to reduce reliance on traditional banking and build wealth through policy loans
Ask first if
- Consultations are reported to be free of charge; the core product is a whole life insurance policy used as a personal banking vehicle
- Traditional banking or conventional savings and investment accounts
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 Red Deer families.
Compare with similar Red Deer providers.
| Provider | Reviews | Rating | Best for |
|---|---|---|---|
| Ascendant Financial Inc: Financial advisor - Red Deer · this provider | 25 | 5.0 | Tax & Financial Planning |
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| Advocate Law - Red Deer Criminal Trial Defence Lawyers | 195 | 4.9 | — |
| Giesbrecht & Associates - IG Private Wealth Management | 117 | 5.0 | Tax & Financial Planning |
| Warren Sinclair LLP | 114 | 4.3 | Wills & Estates |
| Johnston Ming Manning LLP | 92 | 4.4 | Wills & Estates |
Based on Google review counts and ABSeniors data for legal & financial in Red Deer. Verify current details with each provider.
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Get my top matches →Questions families actually ask.
What financial approach does Ascendant Financial specialize in? +
Ascendant Financial specializes in the Infinite Banking Concept (IBC), which involves setting up whole life insurance policies that clients use as a personal banking vehicle to finance their own goals and build wealth over time.
Is there a cost to get an initial consultation with Ascendant Financial? +
According to reviewer feedback, consultations with Ascendant Financial advisors are offered at no charge to prospective clients.
What kind of ongoing support do clients receive after setting up a policy? +
Reviewers note that Ascendant Financial provides one-on-one coaching, access to educational webinars and seminars, and continued advisor support throughout the process of learning and implementing the IBC system.
Who are some of the advisors clients have worked with at Ascendant Financial? +
Reviewers have specifically mentioned working with advisors including Sarbloh Gill, Elizabeth Wall, Vern (Vernon), Ash, Roman, Dan, and Jason, describing them as knowledgeable and personable.
Is this service suitable for someone with no prior knowledge of the Infinite Banking Concept? +
Multiple reviewers describe starting with little to no prior knowledge and finding the educational resources and advisor guidance accessible enough to understand and implement the IBC system over time.
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