We help navigate life’s most
important financial decisions.
Who we are
You’ve built your business and your life with intention — but you don’t have to do it alone.
Founded in 2014 on the shores of Saint Andrews, NB, Impact Wealth was created to do wealth differently — helping entrepreneurs and families align their goals and values through a clear, purpose-driven plan.
Designing your WealthBook is our signature experience — a collaborative approach that turns complexity into confidence and brings your entire financial world into focus.
We combine deep experience and an extensive professional network with unique access across public and private markets, insurance, and employee benefits — delivering tailored solutions with clarity, access, and care.
That’s how we build Wealth, Well-Built.
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.
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
“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