Your wealth, your way

Each family’s needs are unique, and the high-net-worth families Ascendant Wealth Partners serves have particularly complex requirements. We have the experience to accommodate and optimize for these complexities, and we do so in line with your preferences, catering to the level of service each family requires.

Our relationship with you and your family begins with an in-depth exploration of who you are, what you are trying to accomplish, and what success looks like for you. Be it in our office or in your home, spending time to get to know you is foundational to our highly individualized, high-touch service and helps us determine critical parameters for success.
Your wealth is multifaceted and dynamic, and so is the plan we develop for you. Our comprehensive approach takes into consideration all the elements of your life – evolving alongside it – and integrates the expertise of key professionals in each facet of wealth, including estate planning and intergenerational wealth transfer, tax optimization, philanthropy, business owner planning, and cross-border requirements.
Tailoring to your unique needs and objectives – taking into account your specific tax considerations and income needs – the Ascendant Wealth Partners Investment Committee determines the optimal asset allocation for your portfolio. As we design your individualized investment framework, we focus on capital preservation and strong risk-adjusted returns, keeping a keen eye to opportunity for you.
Specialists will always outperform generalists. That’s why we leverage the expertise of the world’s top investment managers in key market segments, drawing on ongoing guidance from RBC’s robust team of investment analysts as well as enhanced due diligence from the Ascendant Wealth Partners Investment Committee. In so doing, we select and optimize from 5,000-plus investment opportunities to which we have access to construct your portfolio.
Our work for you and your family is ongoing. Through regular touchpoints and meetings, we continually build upon and deepen our relationship with you to ensure we understand and cater to your needs as they evolve. With any shift in your objectives – or in our view of market investment opportunities – we review and adjust your plan or portfolio as needed.

Advice you can place your trust in

Institutional investors face a broad array of complex challenges – chief among them generating sufficient returns to meet their operating, spending, and liquidity requirements. Acting as an “outsourced CIO,” our experts at Ascendant Wealth Partners shoulder all investing responsibilities and execution on behalf of our clients, including portfolio construction, asset mix monitoring, benchmarking, governance, and risk management.

We are trusted stewards to a wide range of institutional and non-profit clients across Canada, with extensive experience serving family offices, foundations, endowments, and non-profit organizations with international ties. We have specialized expertise in catering to the particular and complex requirements of regulated insurance and financial companies, providing them with strategies for risk management, asset allocation, as well as liability and capital analysis.

Our high-touch investment approach starts by collaborating with your team, uncovering your organization’s circumstances, constraints, as well as current and future investment objectives.
We design an investing framework tailored to your organization, working alongside you to develop custom investment policy statements, ESG-related policies, a rebalancing approach, and risk management.
We have access to investment opportunities in all major asset classes, economic sectors, and geographic regions, including public market strategies, private credit, direct lending, and other accessible alternative investments. Among these, we strategically determine your optimal portfolio components and allocations based on the Ascendant Wealth Partners Investment Committee’s global economic outlook. In addition, we deploy an active management approach that shifts the asset allocations in a portfolio to take advantage of macroeconomic conditions.
Leveraging due diligence from RBC strategists, economists, and analysts – including the experts at the Global Manager Research Team – we select from an extensive universe of carefully screened asset managers (5,000+ firms worldwide) to construct your portfolio within a single unified account with consolidated reporting.
Well versed in the fiduciary duties involved in institutional-level investing, we provide objective, transparent, and in-depth reporting each quarter, which details your integrated asset mix among multiple asset types, overall portfolio performance, and benchmarking. In addition, clients receive detailed strategy information, manager updates, and relevant market commentaries.

Our promise

Relentless in our commitment to client service, we focus on meeting and exceeding your needs through proactive and unbiased strategic advice. Investing our personal capital alongside our clients’, we hold ourselves accountable for results and pride ourselves on communicating with transparency. You will know what is in your portfolio and why it is there, and we will keep you abreast of developments and our strategic responses to them.

What does financial success look like for you?

 
Let’s define your vision of success and lay out a plan to help you achieve it.
 
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