Reviews of Ascendant Financial Inc: Financial advisor - Calgary (Financial Consultant)

Darcy Densmore

Ascendant Financial is hands down the best organization for helping Canadians learn about and get properly set up with the very best IBC policy for their specific circumstances and future needs. I stumbled onto the IBC world while searching real estate investing groups, and my eyes were opened, and mind blown by the impact that this amazing financial strategy could have on not just mine, but my whole families futures for generations to come! I searched several groups that do this, and had both on phone, zoom and in person meetings with 4 different advisors from different groups, as I was skeptical as it seemed way too good to be true, and if it was, why was I just finding out about it now. I had 3 meetings with Ascendant advisors, and it was very obvious that the level of professionalism, knowledgeable experience and understanding, and quality of teaching material offered by Ascendant Financial and their team of advisors and coaches was by far the best in the industry. My personal coach is Vernon McCarty, and he was extremely thorough and helpful in helping me understand the concept well before ever committing to staring my own policy with zero pressure, as a matter of fact we had 3 one hour meetings before he was confident that I understood the concept well enough and was ready to actually discuss opening up a policy for myself. I now have my first policy started, and planning to start more in the very near future. This will dramatically improve our families living standard as well as ensure I am comfortably set up for a very secure income stream of financial independence to not only last all through retirement years, whenever that chapter may start, in 15 or 20+ years down the road (I am 52 now) but still leave a very sizable and comforting death benefit for my surviving wife and then generational wealth to pass on to our kids and theirs. I just wish not only that I knew about this when I was 20, but even better if my parents had known about it before I was born. Even more important than the financial security while living and the death benefit afterwards, is the power of being able to teach and pass on this knowledge to our next generations so that they learn how to Be Their Own Bankers from childhood, and pass it on to their next generations. That is generational wealth! I am looking very forward to learning more and teaching it to my children.

Mark Kelly

Vernon provided me with all the education I required to make a decision regarding becoming my own banker. By reviewing online seminars and getting my questions answered I was able to make an informed decision.

scott lawrence

Excellent to work with and really takes the time to educate you on the value of the system and how to get the maximum out of it.

Garth Roberts

Vernon and his team made a new concept understandable and helped me make a decision to work with them. Becoming Your Own Banker sounds scary but now I know I have an honest, ethical advisor to allow me to move as fast or slow as works for me. I highly recomment Vernon so check him out to see if becoming your own banker will work for you.

Nathan Gould

Every interaction with the Ascendant Financial team has left us with confidence in the type of people working there. On top of that, Sarbloh has been an incredibly patient teacher, and advisor as we've begun taking what we've learned and start practicing it!! Thank you to you all!

Naomi Fernandes

Highly recommend Sarbloh. His knowledge about whole life insurance has helped me with my finances and my journey. I have been working with him since Day 1. He is available to answer any questions with a prompt response. His patience and understanding helps me always learn something new about Infinite Banking.

Cheryl Koyzan

I have been working with Vern McCarty who is very professional and explains things very well. I have been so impressed that I have had others sign up with the program as well.

Moraima Caceres-Centeno

I am delighted with Ascendant Financial services. It is really refreshing to work with Sarbloh, who had been and still is genuinely interested in helping in my journey of financial freedom. What really impressed me was the way he took the time to get a feeling for where I was at, your depth knowledge, lateral thinking and your common sense approach. His professional, ethical, and caring demeanor elicits my trust and respect and I happily recommend your services whenever possible. Client since 2017

Dr. Ken Abreu

If you want to take a step on the financial path that will change your life, talk with Vernon. Over the past 3 years, I’ve had the pleasure of learning, implementing and practicing the Infinite Banking Concepts taught by Vernon. He’s knowledgeable, caring, trustworthy and most of all, wants you to win the financial game by being in control of your own banking system.

Michelle Williams

I have been working with Vern for over eight years and become familiar with Accendant Financial Inc. when he joined the organization a few years ago. I've learned a lot about the Infinite Banking concept from Vern. He is passionate and knowledgable and committed to Canadian families and communities thriving. Having our assets work smarter, and empowering you with the knowledge and tools to take action. I would highly encourage you to reach out to Vern for a conversation to learn more about the Infinite Banking concept and what's possible to further enhance your finances and outcomes.

Jim F

I went to one of Jayson's live events some years ago and learned an incredible amount about becoming my own banker. It was quite a revelation. I went in knowing nothing and left with a working knowledge of th subject.

john binet

Sarbloh has personally been a game changer for myself. i started infinite banking 4 years ago and it has changed my financial situation and eliminated financial stress. Sarbloh is always prompt, patient and knowledgeable in explaining creative ways to use the system. its a game changer - call the man and get hooked up.

Maya Corona

My family and I have been working with Ascendent Financial Calgary for a while now. We love the customer service they provide it is always so personable and insightful. Always there to help us understand. I highly recommend them if you are looking for someone that cares about you and your family.

Kerry Helgason

I started with Ascendant Financial almost a year ago. I have been working with Sarbloh. He has extensive knowledge about Infinite Banking and would highly recommend him. He always goes above and beyond to make sure you understand everything. He makes sure that everything is done accurately and efficiently and keeps me updated on the latest about IBC. I would definitely give Sarbloh a call!

David Andrew Wiebe

What Ascendant Financial has done for me is permanently change the way I think about my financial life. Because of them, I have been able to build robust, growing policies that help me fund my travels, projects, business endeavors, personal growth efforts, and more. If you're ready to transform your financial life, you need to get in touch with them.

Wally Weber

Jayson has helped lead us through our experience with his incredible knowledge and understanding of participating whole life insurance. We really appreciate Jayson's patience and the team's willingness at Ascendant to help us.

Muriel Meyers

This has been very eye-opening to be a part of Ascendant Financial and the IBS. We took our first policy last August and since then used the policy loans several times to help pay off a Heloc and make extra mortgage payments. It is cool to watch the balance compound with interest. The team was professional and we are very happy to be onboard.

Ken K.

I have been working with Sarbloh for the last 6 months and the knowledge he brings is stunning. He was able to help me with my family finances and able to show me how numbers works. (Really important) Most of the so called gurus out there are only focusing on the "investing" part and never talked about the "banking function" portion. It is the first time ever in my life that I felt I have all the missing pieces towards financial freedom. And it is all because of Sarbloh and Ascendant Financial.

Jefferson Tea

I am very pleased to be advised by Ascendant Financials. My wife and I worked with Vernon and he's been fantastic at providing advice, coaching and guiding us through the process. The entire Ascendant team (Vernon, Joe, Stephanie, etc) have been amazing through this journey: very professional and always on-time!

Sandy L

I first came across the Infinite Banking Concept last year but it took me until now to begin my first policy. Vernon McCarty and the team at Ascendant Financial have been extremely helpful and patient with me and are working with me for my own benefit. I would highly recommend taking the leap and taking action with these professionals to take control of the banking process in your life. The best time to start is now. In other words, don't lose any more time.

Az & Mich

My wife and I are glad to team up with Vern McCarty. He helped us from the start to finish of our applications. He is knowledgeable in his field, very reliable and efficient. If you are looking for a financial advisor in Calgary, we highly recommend Vern.

Kendal Slipchuk

I’m always trying to find new strategies to make and save money I learned a bit about the be your own banker concept in the states and found Jason Lowe and his team at Ascendantfinacial were doing the same thing here in Canada so I reached to them, dealing directly with Jason Lowe he was very easy to talk with and explaining the concept after reviewing the information it was a must tool to add to my life the IBC, and now I’m getting ready on my second policy, if your new to the idea or need more information don’t hesitate reach out to ask they are genuine humble professionals that don’t push to sell you something you don’t need, and at least you will learn something new from them. The Banks or the Government will definitely not teach this concept which should be the reason why you should look into it.

Chuck Anderson

Answered all the questions I had, great help, JinJin ask me about my finances and where I live in the states, but they don't service US yet, gave some US Cos. to call. Still going to watch their YouTubes, very helpful. Chuck

Roselyn Blackmore

Vernon has been very informative in guiding me through the process. Although I am still in the early stages of the IBC process, I have found Vernon to be very responsive and creative in answering my questions in a very timely manner. I am grateful that he is available to guide me through this exciting process!

Vicky Moorman

Great bootcamp! Truly life-changing information.

Tanner Hutcheson

I originally set up a call with Vernon and Ascendant Financial after researching different ways to save and protect my income and coming across a webinar with himself and Jayson explaining the basic principals of IBC. I was impressed with the concept and wanted to learn more. I've now read Nelson Nash's book, "Becoming Your Own Banker", watched tons of content on the subject and have came to the conclusion that it's precisely what I was looking for. Vernon and his newer team member Joe have done an amazing job at helping me understand how this works and how to make it work specifically for my situation. They've been very happy to explain in detail the answers to any of my questions, making sure I understand before moving on. They are extremely personable and genuine. There is a lot of noise and snake potions in the financial world and IBC is certainly not of that same family. After spending 1 on 1 time with multiple members of Ascendant, it is very apparent that they are true of heart and have the utmost positive intentions, and outcomes. They have been taught some very wise techniques on how to handle you income and capital and are doing an amazing thing by helping others employ this information. I've now started my first policy a few months ago. The application process was super easy and the current monitoring of my accounts is even easier as well as fun. I'm excited to see it works it's magic over the years. I highly recommend watching their content on youtube, "Wealth Without Bay Street", and, "The Bankers Vault". They dive deep into the concept and application of IBC, with some phenomenal guests as well. Thank you Ascendant Financial, Vernon, Joe, Jayson, Elizabeth, Nelson, and others.

Lynn Rouse

My advisor Sarbloh has always been very flexible, detailed, friendly when explaining the financial processes. He has a wealth of knowledge and willingness to share innovative ideas.

Wayne Walton

When COVID hit, it really impacted my potential to earn commission. Fortunate to still having a job when most haven’t, I felt like it’s received enough of a wake-up call and was moved to learn more about money. I studied, took HLLQP exams and discovered the Infinite Banking Concept which led me to Vernon McCarty. I’d learnt a lot already but had so many questions, Vernon was very patient, knowledgeable and his explanations were very helpful, quickly gaining my confidence and helping me get started and implementing The IBC.

Tamara Thomas

I can only say positive in regards to the coaching I received - as well as the patience in ensuring I understood things clearly. Vernon was clear and explained things well giving all the support required. I was taught In a way that enabled me to understand, think through things and make an informed choice. I am very excited and feel blessed to have found out about infinite banking! Thank you!

Martin & Petra Waidhofer

Sarbloh is excellent leader who helped us so much and still is! We also learned a lot and we were able to paid our debts and be free for very short time (2 years) This all system is incredible and working very well for everyone! Looking for more policy. Thank you so much Sarbloh for everything you do for your clients very really appreciate you ????

Kate Case

Super quick, easy, and absolute delight to work with.

Clayton Gelinas

My wife and I hate paying taxes!! It seems everywhere you turn, there is more and more taxes that keep popping up. The older we get, the more we want our money to work harder for us, than working hard for the money. We went on a Guaranteed Income Webinar with Ascendant Financial.???? This concept sounds exciting and have followed up with an advisor. Thanks Jason.

Awilla Durfey

Vern has been such a wonderful person and financial guide to work with; from getting me set up with a policy, to answering any questions I’ve had along the way. He's friendly, personable, present, and very open and knowledgeable. Ascendant Financial is a wonderful company with a great sense of community.

Zach Oatway

Ascendant has been really helpful in setting me up with the system. All my questions have been answered. The advisors are very knowledgeable and take the time to help you. I would recommend my advisor to anyone.

Jerry Parker

Great team to deal with! Highly recommended for your financial needs.

Heather Urlacher

Highly recommend Vern and his platform for the infinite banking concept. Vern met with us more times than I can count to patiently and thoroughly answer our MANY questions even when we asked the same question over again. Held my hand as we take on the exciting journey. Thanks Vern!!!

Geoff Ebner

Awesome team of people that really know what they are talking about and are willing to help with any questions or concerns. Sarbloh is my main contact and I cannot recommend him enough!

Gerald Andino

Do you want to know how saving money can be improved/enhanced? Because what's called savings accounts has grossly been misnamed. Please don't hesitate to contact Vernon at Ascendant Financial Inc, let them explain how Participating, mutually owned, high premium, dividend paying whole life insurance might be a good fit for you. I'm a believer now!

Jo Ottenbreit

We have known Dan for the past several years and have had the privilege of being a client of his since 2017. Dan is an extremely knowledgeable, patient, humble and trustworthy man and he has a great passion for helping and educating others. We have never felt any pressure and he always has our best interests in mind and goes that extra mile to answer any questions that we have. Thank you so much Dan for introducing, educating and coaching us through this incredible journey and for helping us “rethink our thinking”. I highly recommend Dan if you are looking for someone you can trust to help you achieve your financial goals.

Chris Scarpino

Sarbloh has been with me from Day 1. Very helpful and supportive. I know I always have someone to turn to turn to help clarify or answer any questions about IBC.

Cindy S

It has been a pleasure working with Vern and Ascendant Financial. Setting up some policies for our grandchildren was quick and easy. Looking forward to setting up some more policies for our other grandchildren. Thanks Vern

Rehan Jawed

Very professional and helpful.Always there to suggest the best solution to your financial queries. Highly recommended.Peter and Sarbloh are great to deal with.

Al Ahh

Great insights to controlling your financial future! Thank you Vern for your stand to saving the Canadian family from debt slavery!!