Take Control of Your Financial Future with a Certified Financial Advisor in Montreal

Grow and protect your wealth with Infinite Banking strategies from Ascendant Financial.

Break free from banks, market volatility, and restrictive systems

Taking control of your wealth is possible now with the Infinite Banking Concept (IBC).

IBC is a lifestyle, not a financial plan. When you invest in your financial education, along with our expert advice, this long-term framework gives you control and flexibility over your money to help you achieve your financial goals faster.

Why should you become your own banker with Infinite Banking? Here’s why:

Access to tax-free growth

Did you know that gains on your whole life insurance policy grow tax-deferred? Learn how to borrow against your cash value without having it treated as taxable income.

Flexibility and control

When you need money now, stop jumping through hoops. The Infinite Baking Concept provides greater flexibility and control of your money today, without sacrificing future gains.

It’s for everyone (not just for millionaires)

All Montrealers deserve quality, reliable banking solutions. The Infinite Banking Concept gives everyone access to educational resources and expert financial planning advice.

Personalized financial guidance

The Infinite Banking Concept includes access to all the educational resources and personalized financial guidance to build and secure your family’s generational wealth.

We’ve changed 1,400+ lives. Will you be one of them?

Is Ascendant Financial right for you?

You have many choices for financial advisors in Montreal, but you’re in the right place if you want a transformative approach to financial health and wellness.

Financial freedom takes some work and dedication to put into place. Your Ascendant Advisor will guide you every step of the way when implementing your Infinite Banking Concept.

Contact us to get started. A team member will reach out within one business day and work with you over the coming weeks to design your IBC Policy.

Those who succeed are:
Coachable and open to learning
Respectful, responsible, and kind
Have family values
Driven to secure your financial future
Ready to take the powerful first step to take control of their financial world.

Connect With an Expert Now

First, be sure to watch the free webinar on IBC.

If you have questions about how Infinite Banking in Montreal can benefit your lifestyle, OR are ready to take the next step, let’s talk. We’ll connect with you within one business day to get started.

FAQs

What does a financial advisor do?

A financial advisor helps you navigate your financial situation, offering advice on investing, retirement planning, and debt management. This allows you to streamline your cash flow, returns, and financial liquidity. Working with a financial advisor can often help you develop a personalized financial plan to guide you through various life stages.

Is Infinite Banking safe?

Yes, Infinite Banking is safe if you are driven to do the work involved. It allows you to access tax-free growth and bypass market volatility, while gaining better control of your money.

Can anyone use the Infinite Banking Concept, or is it just for the wealthy?

You don’t have to be a millionaire to use the Infinite Banking Concept (IBC). Our financial advisors work closely with you to teach you how to invest, borrow, and save money to build generational wealth for you and your family, regardless of your experience or income.

How long does it take to get started with Infinite Banking?

You can be on your way to becoming your own banker in as little as a day. First, watch our webinar to understand IBC. Then, get in touch with us. A financial advisor will contact you in 24 hours with next steps.

How is Ascendant Financial different?

At Ascendant Financial, we lead with education. We are committed to empowering you to take control of your financial future with confidence. While you can purchase a policy anywhere, we help you properly structure and implement a custom-made policy, so you can build wealth, access your capital, and achieve long-term financial freedom.