Category: Ascendant Financial Services

  • What is Estate planning?

    What is Estate planning?

    Estate planning is a critical financial strategy that involves organizing your assets in the most tax advantaged manner, and defining how they’ll be distributed after your death. In a Canadian context, this is a process that requires careful consideration of various legal, tax, and personal factors.

    Read more »: What is Estate planning?
  • What is Asset management?

    What is Asset management?

    Asset management refers to the professional oversight of investment funds and client portfolios with an aim towards achieving specific objectives. These could range from maximizing return on investments, reducing associated risks, maintaining steady cash flow among others. This process involves making informed decisions about buying, selling, or reallocating assets based on thorough research and analysis…

    Read more »: What is Asset management?
  • What is an Insurance policy?

    What is an Insurance policy?

    An Insurance policy is a legally binding contract between an insurer and the insured designed to provide financial protection against potential future losses, with insurers promising compensation for certain types of damages or losses that may occur. In the Canadian market, there are several kinds of insurance policies available catering to both individuals, businesses and…

    Read more »: What is an Insurance policy?
  • Reduce Your Exposure To Tax

    Reduce Your Exposure To Tax

    The Infinite Banking concept also known as IBC was pioneered by Nelson Nash. Infinite Banking strategy takes a revolutionary approach toward personal finance. The strategy essentially involves becoming your own bank by utilizing a dividend-paying whole life insurance policy as your bank.

    Read more »: Reduce Your Exposure To Tax
  • Understanding Contingent Beneficiary

    Understanding Contingent Beneficiary

    The Infinite Banking concept also known as IBC was pioneered by Nelson Nash. Infinite Banking strategy takes a revolutionary approach toward personal finance. The strategy essentially involves becoming your own bank by utilizing a dividend-paying whole life insurance policy as your bank.

    Read more »: Understanding Contingent Beneficiary
  • Infinite Banking Concept

    Infinite Banking Concept

    The Infinite Banking concept also known as IBC was pioneered by Nelson Nash. The Infinite Banking strategy takes a revolutionary approach toward personal finance. The strategy essentially involves becoming your own bank by utilizing a dividend-paying whole life insurance policy as your bank.

    Read more »: Infinite Banking Concept
  • Money multiplier – Formula, Definition, Supply, Effect, Calculator

    Money multiplier – Formula, Definition, Supply, Effect, Calculator

    Becoming Your Own Banker is a financial strategy focused on your benefits not the banks. A way to grow your financial success using the power of time tested dividend-paying whole life insurance.

    Read more »: Money multiplier – Formula, Definition, Supply, Effect, Calculator
  • Becoming Your Own Banker

    Becoming Your Own Banker

    Becoming Your Own Banker is a financial strategy focused on your benefits, not the banks. A way to grow your financial success using the power of time-tested dividend-paying whole life insurance.

    Read more »: Becoming Your Own Banker
  • How Do Dividends Work?

    How Do Dividends Work?

    How do dividends work? Did you know that certain life insurance companies in Canada pay dividends annually to their participating whole life policy owners? Since 1848, Canadians who own these contracts have been receiving annual dividends each year without interruption. Yes, even during the Spanish Flu, the great depression, 30 recessions, H1N1, SARS, the financial…

    Read more »: How Do Dividends Work?