Connor Eagleson is a Life Insurance Advisor with Ascendant Financial, based in Waterloo, Ontario.
Since entering the industry in 2023, Connor has worked with individuals, families, and business owners to develop insurance strategies that support long-term wealth creation, financial flexibility, and estate planning objectives.
His work increasingly focuses on helping incorporated business owners understand the opportunities available through participating whole life insurance, not only for estate liquidity, wealth preservation, and intergenerational wealth transfer, but also for building accessible cash value that gives business owners greater control over how they finance future business needs, pursue investment opportunities, and supplement retirement income.
Connor believes the best outcomes come from collaboration between a client’s professional advisors, including accountants, lawyers, and financial professionals, to develop strategies that complement their broader financial and estate plans.
He has completed the CFP Professional Education Program and is working toward his CFP designation.
As a new member of the Waterloo Wellington Estate Planning Council, Connor looks forward to learning from experienced professionals, contributing a fresh perspective, and building meaningful relationships within the local estate planning community.