Ascendant Financial Inc.
- 52 client reviews (5.0★ average)
Care that adapts as needs change.
Individuals exploring infinite banking concept (IBC) and whole life participating policies.
Multiple advisors available — ask for the one who fits your communication style
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.
Who this may be right for.
Good fit for
- Individuals exploring infinite banking concept (IBC) and whole life participating policies
- Building generational wealth through dividend whole life insurance
Ask first if
- Advisors provide educational resources and coaching webinars before clients commit — no hard sell reported
- Traditional banking or debt situations seeking self-banking strategies
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 Lloydminster families.
In their own words.
“Brett is very knowledgeable and extremely helpful, explaining finances in different ways and as many times as it takes until he is confident his clients understand fully.”
Excerpts from public Google reviews. See all reviews on the provider's Google listing.
Compare with similar Lloydminster providers.
| Provider | Reviews | Rating | Best for |
|---|---|---|---|
| Ascendant Financial Inc. · this provider | 52 | 5.0 | — |
| Raelene Schweb Mortgage Broker | 68 | 4.9 | — |
| Knight Law Office | 42 | 4.5 | Wills & Estates |
| PSM Lawyers | 29 | 4.3 | Wills & Estates |
| EBAB Personal Injury Lawyer | 26 | 5.0 | — |
| Henka Divorce Law & Mediation | 19 | 4.7 | — |
Based on Google review counts and ABSeniors data for legal & financial in Lloydminster. Verify current details with each provider.
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Get my top matches →Questions families actually ask.
What is the main financial strategy Ascendant Financial focuses on? +
Ascendant Financial specializes in the Infinite Banking Concept (IBC), which uses whole life participating insurance policies to help clients build wealth and act as their own banker. Multiple reviewers mention learning about IBC as the central purpose of their engagement with the firm.
How do advisors at Ascendant Financial help clients who are new to these concepts? +
Advisors are noted for explaining financial concepts patiently and in multiple ways until clients feel fully confident, and they provide resources such as books and videos for independent research. Clients report never feeling pressured to move forward before they are ready.
Is Ascendant Financial suitable for people with no prior insurance or financial planning experience? +
Reviewers include first-time insurance buyers, new immigrants, and people purchasing their first whole life policy, all of whom report a positive and educational experience. Advisors appear to tailor explanations to each client's background and pace.
Does Ascendant Financial offer ongoing support after a policy is set up? +
Several clients mention regular coaching webinars and continued accessibility from their advisors after policies are in place. Reviewers note that advisors remain available to answer questions as circumstances change over time.
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