Only 1 in 5 Canadians have
a retirement plan. Do you?
Who we are
Navigating life’s most important financial decisions isn’t easy, you’re not alone. You need a trusted partner dedicated to your success. In 2014 Impact Wealth was born from authenticity and experience to offer a different approach to what you have come to expect. We align your goals and values to deliver tailored solutions for you, your family and your business.
Meet our team
What we do
You need the right tools and support to protect the health and wealth of your family and your business – now and for generations to come. At Impact Wealth, we listen carefully and create tailored solutions with the durability you need to navigate life’s most important financial decisions.
Personal Solutions Business Solutions
Our Process
To gain a clear perspective you need to see the full picture. Our unique 360°Impact™ process is designed to put all of the pieces of your financial puzzle together to ensure you, your family and your business are ready for what’s next. Our 5-step process aligns your goals and values with tailored solutions to get results. We can’t predict the future but we can prepare for it.
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Our Impact
Beyond profit, we believe in using business to make positive social and environmental change. To reinforce our commitment to triple bottom line results, we are a proud member of 1% for The Planet and the first Certified B Corp or Benefit Corporation wealth advisor in Atlantic Canada.
Learn more“I value working with a local team who specializes in helping business owners like me”
Stephanie Stevens
Bone Physio
“We have been with the Chambers Plan now for over 20 years and continue to see great value”
Andrew Logan
Teed Saunders Doyle
“We appreciate that Impact Wealth is dedicated to helping small businesses grow in our region”
Jason Rideout
ANR Accounting