We began providing investment advice in the mid-1980s. We successfully guided clients through multiple market cycles and stayed true to our core investment principles amid the noise, speculation and volatility of the last 35 years.
Our history is distinguished by numerous accomplishments, recognitions and some of the leading accreditations advisors can earn, including the Chartered Investment Manager (CIM®) certification and Fellow of the Canadian Securities Institute (FCSI®).
Ascension Wealth Management is an independent firm with a fiduciary responsibility to each individual we serve. The advice and recommendations we provide are uncomplicated by incentives, quotas or any interests other than the client’s.
Daniel has been providing investment and wealth planning advice to business owners, corporate executives, professionals, individuals and their families for more than 35 years.
A passionate and driven professional, Daniel’s dedication to holistic advice allows him to provide valued guidance to his clients by integrating all facets of their wealth in a global perspective. Daniel and his team of legal, tax and succession planning professionals come highly recommended for their tax strategies, financial planning and sophisticated wealth management techniques.
When only a few years into the industry, Daniel earned a Vice President title and has since held leadership and management roles at major financial institutions. He has been recognized throughout his career as top performing wealth advisor, as well as a mentor and motivator for other advisors. An expert Investment Advisor and Portfolio Manager, Daniel holds the Chartered Investment Manager (CIM®) certification and is a Fellow of the Canadian Securities Institute (FCSI®), a pinnacle designation in the financial industry. His values of excellence, integrity and authenticity allow investors to attain both growth and peace of mind.
Daniel and his team are sought after for their rigorous and goal-based approach to wealth management and their dedication to serving their clients, who expect and profit from time-tested investment advice.
Izabelle is co-founder, Investment Advisor and Branch Administrator at Ascension Wealth Management, supervising day-to-day operations, compliance, and client service. She liaises with our head office, iA Private Wealth, and oversees client relationships from new account openings to year-end tax reporting.
Izabelle has extensive leadership, teaching and process management experience in a professional advice and services culture in both holistic health and financial services industries. With over 35 years in the securities industry, she drove a riveting financial career ranging from assisting executive sales and having a book as Investment Advisor to being responsible for the technology infrastructure of over 50 advisors and branch management, including supervising sales assistants and support staff. She was also responsible for providing consulting services to establish new organizational and administrative frameworks. Izabelle pivoted into working alongside her husband Daniel Haché, Founder of Ascension Wealth Management, where she continues to serve as an Investment Advisor, Administrator, and managing the relationship and engagement process of client development, onboarding, and continuity.
Izabelle is passionate about contributing to the personal and professional success of the individuals and families we serve through her wealth of knowledge, insightful perspective on life, loyalty, and dedication. She is a continual source of inspiration to those who surround her. She is approachable, resourceful, has a great sense of humor, and she is committed to providing excellent service and building strong, caring relationships.
A certified Naturopath and Coach, Izabelle is passionate about everything related to the human mind and body, from reading to applying these principles in everyday life. An active member of her community, she works with youth, providing guidance and empowerment. Her life achievements, in addition to being wife of 30 years with Daniel and mother of 2 beautiful adult daughters, Aryelle and Gabryelle, Izabelle was also crowned Miss Hawaiian Tropic Canada 1988. Izabelle and Daniel enjoy daily walks with their dog, a wonderful 140-pound Leonberger, Ajax, who is warm and affectionate.
Focusing on business development and portfolio management, Philippe joined the team in January 2023. Previously working in a hedge fund, he has notable experience in portfolio construction and alternative investments. With his background in economics, he is always reading the latest macro news and is adjusting his opinions accordingly.
Philippe has completed the Canadian Securities Course (CSC), the Conduct Practice Handbook (CPH) and the Chartered Financial Analyst (CFA) Level 1 exam.
Outside of work, he enjoys spending time with his family, travelling, playing hockey in the winter and golf in the summer.
iA Private Wealth is part of iA Financial Group, one of the largest insurance and wealth management groups in Canada, with operations in the United States. Founded in 1892, it is an important Canadian public company and is listed on the Toronto Stock Exchange under the ticker symbols IAG (common shares) and IAF (preferred shares). iA Financial Group is $210.5 billion in assets, more than 4 million clients, more than 8,100 employees and more than 25,000 representatives.
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Committed to this business for more than 25 years, National Bank Independent Network (NBIN) is one of Canada’s leading providers of custodial, trading, clearing, settlement and record keeping services to independent registered portfolio managers and introducing brokers through innovative product development, expert client care and leading technology. National Bank Independent Network is a division of National Bank Financial Inc., and is also a registered trademark of National Bank of Canada and a wholly owned subsidiary of National Bank of Canada, which is a public company listed on Canadian stock exchanges. National Bank Financial Inc. is a Member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.
NBIN acts as an agent who executes and settles transactions, safeguards cash and securities, and prepares confirmation notices and statement of account for iA Private Wealth.