Boutique care meets enterprise capabilities

 
 

We at Ascendant Wealth Partners share a relentless commitment to offering each client a tailored, high-calibre wealth management experience. That’s why our founders, Jim Bantis, Bruce Kagan, Bruce Leboff, and Adam Moody, chose to build their wealth management boutique within the largest firm in our industry nationwide. The resources and capabilities here are second to none, allowing us to augment our bespoke white-glove approach in myriad ways.

Top-shelf expertise

Our founding partners leverage a unique combination of advanced skill sets and deep industry experience.

  • 100+ years of collective experience advising and investing on behalf of families, foundations, and institutions
  • 10+ years working closely together as senior executives at one of Canada’s leading wealth management boutiques
  • Each founding partner is an experienced portfolio manager who has been entrusted with managing $1+ billion in client assets
  • Corporate finance expertise, including business valuation as well as mergers and acquisitions
  • Equity research expertise from the former Head of Canadian Equity Research at a global investment bank
  • Taxation expertise from Chartered Professional Accountants, proficient in areas of accounting, assurance, insolvency, and restructuring
  • Trusted by hundreds of families to advise upon complex requirements, including family governance and philanthropic endeavours
  • Experience building and managing dedicated high-net-worth platforms for two leading Canadian bank-owned brokerage firms
  • An inside-and-out understanding of investment structures gleaned from experience designing and launching new investment products

Industry-leading network

We tap into the tremendous capabilities of RBC, an international institution and one of Canada’s largest banks.

  • Open-architecture platform that grants access to institutional-calibre investing via the world’s top-performing money managers methodically and continually vetted by RBC analysts
  • Portfolios constructed and managed with direct input and objective consultation from some 100 independent market analysts
  • Advantages of daily asset liquidity through RBC’s advanced credit and margin capabilities
  • Access to integrated expertise from the 250+ legal, tax, insurance, and accounting professionals comprising Canada’s largest wealth management services team
  • Advanced day-to-day banking solutions and preferred credit rates from RBC Commercial Banking, RBC Private Banking, and RBC Premier Banking Advisors
  • Award-winning expertise in areas of financial planning, will and estate planning, and insurance planning

Place your wealth in trusted, experienced hands

 
Discover what 100 years of collective expertise backed by the resources of Canada’s largest wealth management firm can do for you.
 
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