Ascendant Financial Inc: Financial Planner - Lethbridge
A legal & financial in Lethbridge — educational and coaching-oriented rather than transactional.
Care that adapts as needs change.
Infinite Banking Concept (IBC) policy setup and coaching. Remote-friendly with webinars, podcasts, and YouTube content supplementing one-on-one consultations.
Advisors have helped set up whole life policies for children as part of family IBC planning
educational and coaching-oriented rather than transactional
What families look for first.
Who this may be right for.
Good fit for
- Infinite Banking Concept (IBC) policy setup and coaching
- Clients new to whole life insurance and self-banking strategies
Ask first if
- Firm specializes in Infinite Banking Concept (IBC) — not a general full-service financial planning 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 Lethbridge families.
Questions families actually ask.
What financial specialty does Ascendant Financial focus on? +
Ascendant Financial specializes in the Infinite Banking Concept (IBC), helping clients set up whole life insurance policies as a personal banking system. Multiple reviewers specifically mention working with the team to implement IBC strategies and become their own banker.
Who are the advisors clients mention working with at Ascendant Financial? +
Reviewers frequently mention working with Vernon, Dan Allan, Sarbloh Gill, and Jin Jin as individual advisors on the team. Jayson Lowe is also referenced as a key figure in training and connecting clients with advisors.
Does Ascendant Financial offer educational resources beyond one-on-one consultations? +
Yes, reviewers mention attending webinars, watching YouTube content, and listening to the firm's podcast as part of their experience. These resources are described as informative and helpful for understanding IBC concepts before or alongside working with an advisor.
Is Ascendant Financial suitable for families, including setting up policies for children? +
At least one reviewer notes that an advisor helped set up a whole life policy for their child as part of a broader family IBC strategy. The firm appears open to working with families at various stages of financial planning.
How do clients describe the communication and responsiveness of the team? +
Multiple reviewers highlight that communication is prompt and that questions are answered quickly and clearly. Clients new to IBC concepts note that advisors took time to explain the process patiently and thoroughly.
Is this your business?
Claim this listing to add photos, description, and your website.