This video walks through recent updates to the Ascendant Financial client portal, highlighting the new Tax Knowledge Base and upcoming tools for self-led policy reviews. The focus is on helping clients deepen their understanding of taxation while building wealth.

Why Clients Use It

To access simplified, reliable tax education
To stay informed about corporate, personal, and registered tax topics
To reduce tax leakage and retain more wealth
To prepare for self-guided policy reviews with support tools

Key Insights by Timestamp

(00:00 – 01:29)

New Tax Knowledge Base now available in the client portal
Covers registered accounts (RRSP, TFSA), corporate taxation, deductions, and entitlements
Designed to simplify complex tax rules into bite-sized, clear guidance

(01:29 – 02:00)

Tax education is ongoing and central to protecting family wealth
Encouragement to explore this resource regularly as part of the Infinite Banking journey

(02:00 – 02:33)

Teaser: Jason will soon introduce a new tool for self-guided policy reviews
Future session will include “Wealth Building Updates” with impactful new strategies

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