As your financial planning guides, we take the time to understand you and your objectives. When you work with us, you will be dealing with real people, whether it’s over the phone, via video chat or face to face.
Our team brings an enviable amount of knowhow and a broad range of professional qualifications to the table. At Ascentia we pride ourselves on getting the best people. We want to have a cohesive team that works together to help all our clients achieve their goals.
Our senior financial advisors work with you to tailor a living financial plan that maps out your pathway toward achieving your short & long term objectives. Our guides will be there with you to help keep you on the right track over the years to come.