3 Meilleurs Services Financiers à Edmonton, AB

My experience working with Ascendant Financial has been fantastic. If I could give them 10 stars I would. I Really love the approach they take to teaching and educating about IBC since there is so much miss information out there. they stay true to the fundamentals that Nelson teaches.I really really love working with my coach Chey He makes it simple he makes it fun and easy to understand IBC and what I really really appreciate is that he Meets me where I am every time we have a conversation I feel like I’m talking to an older brother and it feels kind of like we are solving a puzzle together. I highly recommend anybody reading this review to go get yourself a copy of Becoming Your Own Banker and Book a call with ascendant Financial They Know what they are doing you will not regret it this will change your Life.

Ascendant Financial helped me open a whole new perspective on how our family's financial life must be done. They showed and explained to us what is missing in our financial strategy that keeps us stuck. Mr. Dan Allen, my advisor, has done a great job setting up all my insurance policies and in helping me understand the concept of Infinite Banking in a deeper level. I still have much to learn about the process, but I'm glad I'm part of a community that I know will help me grow financially. I highly recommend Ascendant Financial to those of you who are interested in learning the Infinite Banking Concept. Almost all of the advisors with Ascendant Financial have trained and was mentored by Mr. Nelson Nash himself, so they know this whole concept and process of becoming your own banker.

Ascendent financial is an exceptional company. Sebastian is a outstanding professional. He was so great through the whole process of educating and determining the best possible policy for me. I cannot thank him enough. Great work.

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Excellent experience with Dave at Capital Edge. He was understanding, approachable, and genuinely focused on helping see the bigger picture. Our first meeting showed why working with a Certified Financial Planner early matters: knowing where you are, where you want to go, and having a clear plan to get there. While initially suggested through a pension course, it wasn’t until meeting with Dave that I truly understood the value and importance of having a Certified Financial Planner. I’m grateful for Dave’s guidance and would highly recommend him to anyone looking to take control of their financial future.

Dave is amazing to work with. I have a fairly complex financial situation with owning a corporation while also going through a divorce, and he was extremely helpful in navigating everything. He took the time to understand the details and provided clear guidance that made a big difference. I really appreciate his support and would highly recommend him.

We can't say enough good things about Dave and Capital Edge! Always very thorough, working with us to get the best deal for our employee benefit plan. He has also taken all of the guesswork out of retirement with his financial planning expertise so we are comfortable knowing what the future brings. Highly recommend.

We have dealt with Blackburn Davis Financial for almost 13 years and have been very happy. John and Stephen who we have worked closely with, listen to their clients, access their needs for the future and provide recommendations based on sound investment principals. They provide you with a plan that answers the question, "will I have enough when I retire.' As the world changes, and you have the highs and lows in the markets, the financial managers Blackburn Davis Financial deals with have a sound investment strategy and work hard at ensuring that your investments continue to due better than the status quo. They are always available to answer all your questions and work hard at keeping you not only informed, but also to ensure that as things change in your life they continue to review and update your plan so that you can retire stress free.

We became clients of Blackburn Davis Financial several years ago and have entrusted our retirement portfolio to John Davis. Since that time, our adult children have also become clients. We have always found John and his staff to be very honest and dedicated professionals. Throughout the years he has been helpful in explaining financial matters in terms that make it easy to understand. Not only does John send frequent financial updates to us, but we also meet with him on a regular basis. Whenever we have a financial question he or one of his staff are quick to respond. We would have no hesitation in recommending Blackburn Davis Financial.

My experience with the Team of Blackburn Davis Financial dates back 27 years… beginning with Cecil Blackburn, then John Davis and for the past 15 years or so, Stephen MacDonald. Throughout this time, each member of your team, have consistently been there for me… by offering the utmost in professional yet caring, skilled yet guided, comprehensive service. With our combined practiced patience ( Stephen’s words), I have developed trust in all those involved in nurturing my nest egg, as they would their loved one’s. Moving forward in my senior years, I remain confident and grateful for Stephen and his Team’s ability to continue nurturing my retirement nest egg. Thank You All! Barb F.