We are a Managing General Life Insurance Agency (MGA), offering a full range of life insurance coverage and living benefits options. Our primary area of insurance specialization is in the placement of dividend-paying participating whole life.
We are licensed in the provinces of British Columbia, Alberta, Saskatchewan, Manitoba, Ontario, Quebec, Newfoundland, New Brunswick, and we are regulated by each of those individual provincial councils of insurance regulators.
We most love to serve Clients who possess optimum mindsets, such as being coachable, ambitious, respectful, financially responsible, kind, and always want to build a future that is bigger than their past.
In 2008, our Founder Jayson Lowe became life licensed after being introduced to the process of becoming your own banker, the infinite banking concept.
Jayson began to implement the process personally in his own life, and then began educating the general public. The late R. Nelson Nash developed the concept and personally mentored Jayson for several years until his passing in March, 2019.
Having achieved the Chartered Life Underwriter (CLU) designation, Canada's premier wealth transfer and estate planning designation. And being accepted as a contributing member of the Conference for Advanced Life Underwriting (CALU), Canada’s professional association for leaders in the life insurance and financial advisory industry, Jayson is very humbled and proud to lead our growing Team at Ascendant in the role of Chief Executive Officer.
We help People by actually helping them.
We have developed a deep understanding of what the Clients we have, and the Clients we want to have truly value, and then we deliver that value over and over again.
We are intentionally the buyer, not the seller, meaning we only chose to work with People who possess the optimum mindsets of those who we most love to serve, one of many reasons why our existing Clients refer us so often to others who are just like them.
Our coaching and mentoring program is a highlight of our services. We've invested time, talent, energy, and money to create an excellent coaching and mentoring program that includes ongoing one-on-one dedicated coaching, quarterly group client coaching sessions, and an exclusive online client portal. This portal is filled with the very best curated resources, video-based tutorials, and archived event recordings, all provided to our clients on the house, at no charge.
We have a dedicated team of Authorized Infinite Banking Practitioners and Mentors who provide expert advice and guidance to our clients. Our team members' profiles are available on our website under the “Meet our Team” menu option, where we proudly share each of their tenures with our team.
Don't take our word for it!
Having earned hundreds of real five-star Google reviews (and rising daily), we encourage you to trust but verify what real People are describing about their experience being served by our Team.
We have assembled the best and most sought after Practitioners to enhance the financial well-being of Canadians and would love to hear from you.
© 2024 Ascendant Financial Inc. All rights reserved.
The supporting material, audio and video recordings and all information related to Introduction to Becoming Your Own Banker, The Infinite Banking Concept (IBC) posted on www.ascendantfinancial.ca and all other Ascendant Financial Inc. websites are designed to educate and provide general information regarding The Infinite Banking Concept (IBC) and all other subject matter covered. It is marketed and distributed with the understanding that the authors and the publishers are not engaged in rendering legal, financial, or other professional advice. It is also understood that laws and practices may vary from province to province and are subject to change. All illustrations provided in these materials are for educational purposes only and individual results will vary. Each illustration provided is unique to that individual and your personal results may vary. Because each factual situation is different, specific advice should be tailored to each individual’s particular circumstances. For this reason, the reader is advised to consult with qualified licensed professionals of their choosing, regarding that individual’s specific situation.
The authors have taken reasonable precautions in the preparation of all materials and believe the facts presented are accurate as of the date it was written. However, neither the author nor the publishers assume any responsibility for any errors or omissions. The authors and publisher specifically disclaim any liability resulting from the use or application of the information contained in all materials, and the information is neither intended nor should be relied upon as legal, financial or any other advice related to individual situations.
Family Banking System (FBS)™ is a trademark of Ascendant Financial Inc. © Ascendant Financial Inc., 2024. All rights reserved. The phrase “Live the Lifestyle, Love the Process, Infinite Banking” is a registered copyright (Registration No. 1209863) with the Canadian Intellectual Property Office. Unauthorized use, reproduction, distribution, or copying of this phrase, in whole or in part, without express written permission from Ascendant Financial Inc. is strictly prohibited. This copyright is protected under Canadian intellectual property laws and regulations. Any unauthorized use is subject to legal action and enforcement under Canadian law. For inquiries or requests for permission to use this copyright, please contact Ascendant Financial Inc.
The Infinite Banking Concept® is a registered trademark of Infinite Banking Concepts, LLC. Ascendant Financial is independent of and is not affiliated with, sponsored by, or endorsed by Infinite Banking Concepts, LLC.”
This content is intended for Canadian residents of BC, AB, SK, MB, ON, NB, NS, NU, YT, PEI & NFLD only.
