Ascend Advisory · Canada & United States

Preserving legacy through generational wisdom.

A bespoke approach to wealth management, designed for those who value discretion, precision, and the long term compounding of capital.

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100+People Helped
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“True wealth is not merely the accumulation of assets, but the freedom to define one’s own horizon.”

Your Ascend Advisory Team
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Our Philosophy

An enduring partnership built on trust and results.

We serve individuals and families across Canada and the United States through licensed professionals who provide clear, personalized financial guidance built around transparency, suitability, and your individual goals. Always keeping your priorities at the forefront.

  • Protect your income.Your income is often your most valuable asset.
  • Make your money work harder.Understand the different investment and savings strategies available to you.
  • Prepare before the problem.Insurance and financial planning are most powerful when they’re part of a strategy, not an afterthought.
  • Global network of legal and tax expertise.
  • Access to trusted insurance and investment solutions through our affiliations with leading providers across Canada and the United States, including Equitable Life, Manulife, Industrial Alliance Group, Sun Life Financial, and others.

Services

Protection and planning for every stage of life.

Select the areas you’d like to discuss. Choose as many as apply, confirm your selection, and we’ll take you to the advisor best suited to help.

Meet Our Team

The people who work with you.

Reach out directly, or book a consultation and choose who you’d like to meet.

Portrait of Ramy at Ascend AdvisoryRamy

Founder & Financial Advisor

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English & Arabic

ascendadvisoryramy@gmail.com
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Portrait of Heidi at Ascend AdvisoryHeidi

Founder & Financial Advisor

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English & Persian

ascendadvisoryheidi@gmail.com
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Portrait of Keturah at Ascend AdvisoryKeturah

Financial Advisor

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English & French

ascendadvisoryketurah@gmail.com
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Client Reviews

What Our Clients Say

Real experiences from people we've helped.

“Before speaking with Ramy, my finances felt like something I was constantly putting off because I didn't know where to begin. He broke everything down without overwhelming me or making me feel like I should have already known it. Would definitely recommend him.”

Nidhan S.

Client

Segregated Funds & Retirement Planning