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Your goals. Our custom solutions.

Experience can bring a valuable perspective to complex financial situations. We founded Ascension Wealth Management to take the lessons of 35 years of investment strategy, market cycles and life events, and to apply them to each client’s personal objectives.

With a disciplined, time-tested process and sophisticated strategies, our focus is to help advance your goals through custom financial solutions.

Disciplined, time-tested process

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Sophisticated strategies

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Custom financial solutions

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What are you striving for?

  • YOUR GOAL:

    Transition out of my business.

  • YOUR GOAL:

    Retire at 60.

  • YOUR GOAL:

    Build my family legacy.

View our services for entrepreneurs.

EXPLORE

View our services for professionals.

EXPLORE

View our services for individuals and families.

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As your financial priorities become complex and varied, it can be difficult to see the path ahead. We believe experience lights the way, and with over 70 years of combined experience behind us, we design plans and strategies that help our clients take practical steps toward their goals.

Daniel Haché, CIM®, FCSI®
Senior Investment Advisor and Portfolio Manager

How does our independence benefit you?

Ascension Wealth Management is an independent firm with iA Private Wealth, operating within the fiduciary standard of care.

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What Our Clients Are Saying

It is really refreshing to work with Daniel and his team, who truly demonstrate an avid interest in their clients’ needs and financial goals. We have a genuine feeling in the absolute integrity and passion dedicated to the management of our portfolios.

Entrepreneur
Client since 1992

Your professional, honest and caring ways inspire my trust and respect and I gladly recommend your services whenever possible.

Lawyer
Client since 2004

As a retired actuary, I wanted to deal with someone who was professionally qualified – an experienced and knowledgeable advisor with a strong team. Daniel has over 30 years of experience managing clients’ portfolios. He is a Chartered Investment Manager (CIM®) and holds the Fellow designation of the Canadian Securities Institute (FCSI®).

Actuary
Client since 2007

You handle our financial affairs with unparalleled expertise and attention to detail.

Entrepreneur
Client since 1986

Following the recommendation of our accountant, my business partners and I transferred our portfolios to Daniel. It was a well-advised and profitable business decision. With market volatility as we know it along with ever changing fiscal laws, it’s comforting to know we can trust Daniel and his team with our business and personal investments. His experience in business affairs, IPPs, insurance, and unique investments, has proven invaluable.

Business owner
Client since 1996
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