Becoming Your Own Banker

1,400 Customer Reviews

 
 
 
 
 
 
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Debra Stennett 
 
3 November 2026
 
 
  
The people at Ascendant financial are excellent. They listen very well are accommodating and patient and kind. Emily worked with me mostly and was so patient with me. Thank you for your best.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Ryan Anderson 
 
3 November 2026
 
 
  
Outstanding organization with an immense level of knowledge. They have blown me away with the amount of time and dedication they've given me without ever doing any business with them, just to help me get my financial picture setup correctly. No one-size-fits-all here, it's custom tailored backed by tons of experience. I was impressed by the incredible amount of free teaching they provide and put out there, so I felt like I had a lot more knowledge going into working with them than I had before.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Rob Flick 
 
3 November 2026
 
 
  
Working with Ascendant Financial, Connor and Neil, has been such a blessing. I knew I wanted to implement the IBC for a few years now but I didn’t have anyone I could trust to help me set it up. Once I got the team involved they had me up and running in a matter of weeks. Not only that, but they have been a huge help in continuing my understanding and my learning of this most amazing tool.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Alex Perry 
 
30 October 2026
 
 
  
Very professional and helpful! They aren't pushy, I felt like they have my best interest! I got great service working with Morgan to set up my life insurance policy! Highly recommend
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Samantha Dilworth 
 
28 October 2026
 
 
  
I have been extremely happy with Equitable and working with Paul. The process took some time but now that we have everything in place we are excited to see our money compound and our futures grow along with our farm 🤠
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Dence Valerio 
 
28 October 2026
 
 
  
I'm not very familiar with the entire concept of being my own banker in the beginning. My asvisor explained everything, How it works, how I can benefit from the system. The whole team was very patient no question is left unanswered.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Peter Nowak 
 
27 October 2026
 
 
  
It has been amazing creating abundance with my co-creator, Neil Dietrich, of Ascendant Financial. He is always there for me on “speed dial”. lol.
There is always something interesting to learn with this new paradigm of IBC!
After hitting the one year mark of my first policy, it finally clicked how to maximize personal results as I make EDO payments a priority. And a no-brainer to add a 2nd policy. Neil’s expertise and tutelage make it  easy to comprehend. My original goals were realized sooner. I love the one on one Zoom calls mapping it all out for me. There are eggs in other baskets but IBC is integral to future peace of mind and tax free investments, building my future. I feel like a Banker.
Thanks to his knowledge and bringing it all home in layman’s  terms, I’m comfortable in saying that I’ve made my Circle great in adding Neil to my team.

Peter.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 jack wilson 
 
25 October 2026
 
 
  
Morgan has been excellent to work with. His continued guidance, support, and insights into building long-term financial resilience have been incredibly valuable. Highly recommend!
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Kelly Bruce 
 
23 October 2026
 
 
  
Ascendant Financial has truly been a Godsend for me and my family. As someone who is open-minded and always eager to learn, I have consistently looked for ways to make my money work harder for me, build financial security, and keep more of what I earn. However, I never realized there could be a different approach beyond the traditional way of thinking about money that most of us have been taught.

Ascendant Financial has opened my eyes and expanded my understanding of how money works and how I can put it to work in my favour. It has challenged my old way of thinking and introduced me to new strategies and perspectives that I had never considered before. I am learning to look at money differently—not just as something I earn and spend, but as a tool I can use more intentionally to build wealth, create opportunities, and secure my family's future.

One of the things I appreciate most is the amazing team of advisors at Ascendant Financial. They take the time to educate you, walk you through the process, and explain things in a way that is easy to understand. They encourage you to ask questions, make sure you understand your options, and give you the opportunity to make informed decisions without feeling rushed. What stands out to me is their commitment to helping you explore choices that align with your individual needs and financial goals, with the well-being of you and your family in mind. Having advisors who are willing to invest their time in educating and guiding you makes the experience even more valuable.

This experience has been truly eye-opening. I am grateful for the knowledge I am gaining and for the opportunity to approach my finances with a new perspective. Rather than simply accepting the traditional approach to money, I am learning to be more intentional about how I manage it, how I plan for the future, and how I can make informed decisions that support my family's financial well-being.

Ascendant Financial has given me a fresh perspective on money, wealth-building, and financial freedom. I look forward to applying what I learn to create a stronger financial foundation for myself and my family. I only wish I had discovered this knowledge sooner!

I am truly grateful for the guidance, education, and support I have received, and I would encourage anyone who wants to expand their financial knowledge and explore different ways of managing their money to take the time to learn from the team at Ascendant Financial.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 sean88257 
 
21 October 2026
 
 
  
This is a life changing experience that’s if you know what you want from your hard own money.this is the system you should be looking into.makes me know I am in control