When choosing a financial advisor, it is essential to find a match that understands your financial goals and the objectives you are looking to achieve. As your life changes and you expand your economic horizons, you may find yourself looking at adding a financial advisor to your team. Or perhaps, you are considering switching to someone who has a deeper understanding of how to help you get to the next level. Having a person you can lean on to provide a sounding board for your most important financial decisions will take your financial life to the next level.
At Ascendant Financial Inc, our team of world-class advisors is constantly learning and expanding their own financial knowledge with ongoing training so they can bring the most value to their clients. A unique advantage to being a client of Ascendant Financial is access to our client community. You can engage with your advisor conveniently at any time via their booking calendar and find a time that works best for you from the convenience of your own home. Or login to our customized client portal with video lessons, training tools and forms to maximize our success. Our client services team makes your life easier. It is there to support your advisor so they can focus on helping you. That means providing coaching, mentorship and guidance as you financially progress closer to the goals you have in mind.
Our advisory team wants to empower you to become actively engaged in your financial life and take control over your retirement destiny. By working with our team, you can engage with the most current financial education strategies to have more peace of mind and happiness. We serve Canadians coast to coast. Our in-house team and extended network of strategic partners can help you implement critical strategies that become the foundation of your success.
Learn more about our core warehouse of wealth strategy by discovering the process of Becoming Your Own Banker. With this method, you can have your dollars working for you in more than one location and put your savings on track for uninterrupted compounding. This core strategy helps Canadian families create a tax-free income for their retirement. It is simple to implement with our Authorized Infinite Banking Practitioners available to teach you how.
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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.
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