Categories Money & Insurance Life Insurance Agency Ascendant Financial Inc: Financial Planner - Edmonton
Ascendant Financial Inc: Financial Planner - Edmonton

www.ascendantfinancial.ca

Ascendant Financial Inc: Financial Planner - Edmonton Reviews

EXCELLENT rating
5.0
481 reviews Verified
Ascendant Financial Inc: Financial Planner - Edmonton
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Reviews ( 481 ) 5.0

Josh
Josh
2025.03.18
Reply from Ascendant Financial Inc: Financial Planner - Edmonton 2025.03.21
Thank you Josh!
William Rupert
William Rupert
2025.03.13
Ryan at Ascendent Financial has helped us to understand the Infinite Banking Concept and how we can use it with other financial options to take control of the banking function in our lives. We still have work to do but now have a plan in place to achieve financial freedom in our lives, and set up our children to be set up financially as well. We would recommend Ryan and the Ascendant Financial team to anyone looking to take back control of the banking function in their own lives. It's definitely worth a call to see if they can help you design a plan to achieve your financial goals.
Reply from Ascendant Financial Inc: Financial Planner - Edmonton 2025.03.21
Thank you for sharing your experience William. We're glad Ryan was able to help you understand the Infinite Banking Concept and create a plan for your family's financial future. Wishing you continued success on your journey to financial freedom!
Daniel Walcott
Daniel Walcott
2025.03.13
Great to work with. Quick to get a hold of and able to answer all my questions regarding IBC. Highly recommend. Highly recommend Quan Phom as an advisor and IBC practitioner.
Reply from Ascendant Financial Inc: Financial Planner - Edmonton 2025.03.21
Thank you for your review, Daniel! We're glad to hear Quan provided quick, knowledgeable support and made your experience with IBC a great one. We appreciate your recommendation!
ra sco
ra sco
2025.03.12
Reply from Ascendant Financial Inc: Financial Planner - Edmonton 2025.03.07
Thank you!
Christiane - Kan Kan Spice
Christiane - Kan Kan Spice
2025.03.11
I'm just starting with the program, but I can already see myself achieving great success. After my first deposit of $10K, I was able to cash out $6K to reduce my credit card debt while my initial investment continues to work for me. Plus, I’m paying a low interest rate on the $6K loan. I'm so excited to keep adding more and watching my investment grow. I only wish I had met Ron earlier in my life! He explained the concept so clearly and made it easy to understand—something that’s often difficult when it comes to finance and investment. I highly recommend giving this a try, especially in today’s economy. I’ve struggled with credit card debt for over 20 years, but Ron showed me how to use this system to pay off my debts and build my net worth for financial freedom. Thank you for guiding me!
Reply from Ascendant Financial Inc: Financial Planner - Edmonton 2025.03.21
Thank you for sharing your amazing start with the program! We're so glad Ron was able to clearly explain the concept and help you take control of your finances. Here's to paying off debt, growing your wealth, and achieving the financial freedom you deserve!
Owen Jones
Owen Jones
2025.03.09
Reply from Ascendant Financial Inc: Financial Planner - Edmonton 2025.03.21
Thank you Owen!
Wayne Gow
Wayne Gow
2025.03.05
Very knowledgeable and can explain IBC to a newbie that they understand. Also great at answering questions and breaking down what is going on with the numbers. A pleasure to work with. He does get excited because this is exciting stuff. I wish I had known about it sooner.... way sooner!
Reply from Ascendant Financial Inc: Financial Planner - Edmonton 2025.03.07
Thank you, Wayne! We're thrilled you had a great experience and found IBC easy to understand. It really is exciting stuff, and we're happy to be part of your journey!
Liam Martial
Liam Martial
2025.03.05
Friendly staff, easy to work with. Taran Sousa did an excellent job explaining the process and benefits of dividend paying life insurance, and explaining how the web portal works.
Reply from Ascendant Financial Inc: Financial Planner - Edmonton 2025.03.07
Thank you for your kind words! We're glad to hear you had a great experience with Taran and found the process easy to understand. Let us know if you ever need anything!
Renee Pelletier
Renee Pelletier
2025.03.04
Lots of beautiful information to learn from with this team. Thank you Ron.
Reply from Ascendant Financial Inc: Financial Planner - Edmonton 2025.03.07
Thank you, Renee! We're so glad you found the information valuable. Ron and the team appreciate your kind words!
Bilimba Justine
Bilimba Justine
2025.02.27
Je suis très heureuse et satisfaite de connaître Ascendant Financial .
Reply from Ascendant Financial Inc: Financial Planner - Edmonton 2025.03.07
Merci beaucoup ! Nous sommes ravis de savoir que vous êtes satisfaite de votre expérience avec Ascendant Financial. N’hésitez pas à nous contacter si vous avez des questions !
La Tortuga Amarilla
La Tortuga Amarilla
2025.02.25
I am incredibly grateful for Liliana at Ascendant Financial. From our very first conversation, her expertise was clear, and she has consistently demonstrated kindness and a non-judgmental attitude. As someone new to finance and still working towards my financial goals, I truly appreciate her guidance in helping me learn how to "be my own banker." Liliana's professionalism and genuine care for her clients make her an invaluable resource. I trust her completely and will only work with her moving forward. If you're looking for a fantastic financial advisor, I highly recommend reaching out to Liliana!
Reply from Ascendant Financial Inc: Financial Planner - Edmonton 2025.03.07
Thank you so much for your kind words! We're thrilled to hear that Liliana has provided you with such a positive experience and valuable guidance. She truly cares about helping clients succeed, and we’re grateful to have her on our team. Wishing you continued success on your financial journey!
Joey
Joey
2025.02.18
Reply from Ascendant Financial Inc: Financial Planner - Edmonton 2025.03.07
Thank you Joey
stephen thomas
stephen thomas
2025.02.18
Liliana has been amazing from the start. Completely professional as well as patient. She's incredibly knowledgeable and moves at the pace that is comfortable for the client. I couldn't ask for more!
Reply from Ascendant Financial Inc: Financial Planner - Edmonton 2025.02.18
Thank you so much for your kind words, Stephen! We're delighted to hear that Liliana's professionalism and patience have made your experience so positive. We look forward to continuing to support you.
Karen McAdam
Karen McAdam
2025.02.18
Taran and his team have been amazing to deal with providing prompt, helpful responses!
Reply from Ascendant Financial Inc: Financial Planner - Edmonton 2025.02.18
Thank you so much for your kind words, Karen!
Warren Upton
Warren Upton
2025.02.16
JinJin has been awesome to work with! I have been extremely busy as a new owner of a business, but she has been very understanding and patient with my chaos! I'm very much looking forward to continuing on this path to financial freedom!!
Reply from Ascendant Financial Inc: Financial Planner - Edmonton 2025.02.18
Thank you for your kind words, Warren! We're thrilled to hear about your positive experience with JinJin and are excited to support you on your journey to financial freedom.
Haily Nguyen
Haily Nguyen
2025.02.13
Excellent service and excellent product! Highly recommended to anyone who wants to preserve their wealth!
Reply from Ascendant Financial Inc: Financial Planner - Edmonton 2025.02.18
Thank you for your kind words! We're thrilled to hear you're pleased with our service and products. Your recommendation means a lot to us, and we look forward to continuing to help you preserve your wealth.
Heather Henderson
Heather Henderson
2025.02.13
Roman and his team are amazing! Took the time to walk through the process. Always available to answer questions.
Reply from Ascendant Financial Inc: Financial Planner - Edmonton 2025.02.18
Thank you for sharing your experience, Heather!
Dan Turnbull
Dan Turnbull
2025.02.09
Ascendant Financial is thee Best place to get into whole life policy's! They follow the late Nelson Nash and his Infinite Banking and how to set up to be your own banker. This is the exact way I wanted my policy set up and will be doing more policies with Ascendant. Vern explains everything in easy terms and ensures you know how everything will work in your policy. Vern is very patient and made sure all my questions and concerns were answered before I made my decision to proceed. I cannot thank his team enough for the help I have received :) Highly Recommend
Reply from Ascendant Financial Inc: Financial Planner - Edmonton 2025.02.18
Thank you for the glowing review, Dan! We're thrilled to hear about your positive experience with Vern. It's great to know that our approach to Infinite Banking met your expectations. We look forward to assisting you with your future policies!
André F.
André F.
2025.02.09
Working with Taran has been a great experience. Very knowledgeable, has provided fantastic options to look at, and been quite helpful whenever any "snags" came up in getting my policy done.
Reply from Ascendant Financial Inc: Financial Planner - Edmonton 2025.02.18
Thank you for your kind words, André! We're delighted to hear that Taran has been able to provide you with knowledgeable guidance and effective solutions. We appreciate your feedback and look forward to continuing to assist you with your policy needs.
kelly martial
kelly martial
2025.02.09
Excellent service and ongoing support
Reply from Ascendant Financial Inc: Financial Planner - Edmonton 2025.02.18
Thank you for your kind words Kelly.