We help navigate life’s most
important financial decisions.
Built with purpose
Founded in 2014 on the shores of Saint Andrews, NB, Impact Wealth was created to do wealth differently — to bring clarity and confidence to entrepreneurs and families building meaningful lives.
We started with a simple belief – that wealth is most powerful when it’s aligned with your values. Over time, that belief has evolved into our signature WealthBook approach — a way to organize, simplify, and unite every part of your financial life into one clear plan.
Today, our team combines deep experience, trusted professional partners, and unique access across public and private markets, insurance, and benefits to help clients make informed, purpose-driven decisions.
That’s how we build Wealth, Well-Built.
Meet our team
What we do
You need the right tools and guidance to protect the health and wealth of your family and your business — today and for generations to come.
At Impact Wealth, we listen first, understand what matters most, and create tailored solutions that bring clarity, access, and care to every financial decision. Built with purpose and designed to last, we help you navigate life’s most important financial decisions with confidence.
Personal Solutions Business Solutions
Our approach
We focus on what matters — and what you can control.
Our proven five-step approach is designed to bring clarity and confidence to your financial decisions, helping you, your family, and your business stay ready for what’s next.
For clients with more complex needs, this process expands into our signature WealthBook, bringing every element of your financial life together into one coordinated plan.
Learn more
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 entrepreneurs grow in our region”
Jason Rideout
ANR Accounting
“Generations of our family business have trusted the Chambers Plan to support our employees, and Impact Wealth enhances that value with personalized service”
Jarvis Spires
Smet Momuments
“ We choose Impact Wealth because they truly understand the unique needs of our community”
Vicki Hogarth
CHCO TV