Difference Makers

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Relationships
built on trust.

Built in Atlantic Canada

For over a decade, our team has helped entrepreneurs and families navigate life’s most important financial decisions — bringing clarity, access, and care to every stage of their journey. Through our signature WealthBook approach, we bring every part of your financial life together — investments, insurance, planning, and legacy — into one clear view that guides confident decisions.

Our main office is nestled in the historic seaside town of Saint Andrews, New Brunswick, where clients can truly walk into retirement. Inside our restored 1855 heritage building, modern design meets maritime character — original beams, curated furnishings, and vivid works by local artists capture the spirit of this remarkable place.


Meet our team

Our friendly, dedicated team draws on deep experience, a wide network, and a unique approach to help entrepreneurs and families achieve clarity, confidence, and results. Proudly independent, we’re not tied to any bank or brokerage — our only commitment is to you. Every recommendation reflects your goals and values.

At Impact Wealth, we live our motto — Be Unforgettable.

Shane Borthwick

Founder | Senior Investment Advisor

Shane Borthwick

Founder | Senior Investment Advisor

Combining the vision of an entrepreneur with the passion of a change-maker, Shane brings an unparalleled level of care to every client relationship and community cause he supports.

He holds a business degree from UNB and leadership training from the Harvard Kennedy School, and is an active member of the Wallace McCain Institute, maintaining a strong professional network across the Greater Atlantic Area. Shane is a Chartered Investment Manager (CIM®), Certified Estate Advisor (CEA), and Sustainable Investment Professional (SIPC). A licensed insurance advisor, he specializes in helping clients create, preserve, and pass on lasting legacies.

When he’s not working, Shane enjoys time with his wife Stephanie, their two daughters, and dog Murphy — boating, traveling, or volunteering in their local community.

Two truths and a lie

Marcie Lewis

Senior Manager of Operations & Impact

Marcie Lewis

Senior Manager of Operations & Impact

With roots in the beautiful province of Prince Edward Island, Marcie ventured to New Brunswick to earn her Business degree from UNB Fredericton. After university, she and her husband Jeff settled in Nova Scotia, where Marcie discovered her passion for helping entrepreneurs — working closely with the small business community to foster collaboration and growth. Marcie has completed her Life License Qualification Program (LLQP) and is on track to complete her Canadian Securities Course (CSC).

Today, Marcie, Jeff, and their two young children call Rothesay, New Brunswick home. As a member of the Wallace McCain Institute, she’s committed to supporting the development of Atlantic Canada’s entrepreneurial ecosystem.

When she’s not helping clients or volunteering, Marcie enjoys photography, travelling to visit friends and family, and keeping up with her energetic kids.

Two truths and a lie

Ashley Guthrie

Growth Manager

Ashley Guthrie

Growth Manager

Ashley brings nearly a decade of experience in the financial services industry, with a strong background in client service, practice management and business development. She has completed insurance training through the Canadian Securities Institute and the Life License Qualification Program (LLQP) and is on track to complete her Canadian Securities Course (CSC).
Known for her holistic approach, Ashley prides herself on uncovering solutions and creating meaningful client and advisor experiences. As a member of the Wallace McCain Institute, she supports fellow entrepreneurs across the region while continuing to expand her professional network.

Outside of work, Ashley enjoys time with her husband Evan and their two young children — embracing outdoor activities in every season, finding creative ways to keep up with her kids, and carving out a little time for herself.

Two truths and a lie

Michelle Dougan

Insurance & Benefits Associate

Michelle Dougan

Insurance & Benefits Associate

With roots in England, Michelle made her way to the coastal community of Beaver Harbour, New Brunswick — a place she and her husband, Drew, now proudly call home.

Since 2013, Michelle has built a strong foundation in insurance and holistic financial planning. She obtained her Life License Qualification Program (LLQP) designation to deepen her expertise and is on track to complete her Certified Health Specialist (CHS) designation. Passionate about helping entrepreneurs and families, she takes pride in finding insurance solutions tailored to each client’s unique needs to cover the unexpected.

Outside the office, Michelle and Drew’s two children keep life vibrant and full of joy. She can often be found cheering from the sidelines at sporting events or enjoying outdoor adventures like skiing and hiking with her family.

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Paige Scott

Administrative Assistant, Wealth

Paige Scott

Administrative Assistant, Wealth

Born and raised in St. George, NB, Paige is passionate about community and connection. After earning her degree from the University of New Brunswick in Fredericton, she returned home to contribute to the growth of the region she loves.

With experience across several industries, Paige brings a strong foundation in client service, a tireless work ethic, and an upbeat presence to her role at Impact Wealth. She is currently completing the Canadian Securities Course (CSC) to further expand her industry knowledge. Paige and her husband, Matt, live in St. George with their energetic young daughter and golden retriever.

Outside the office, Paige enjoys volunteering, catching up with friends, and hunting for treasures while thrifting — always finding new ways to stay connected to her community.

Two truths and a lie

Murphy "Murf"

Chief Morale Officer

Murphy "Murf"

Chief Morale Officer

Originally from Prince Edward Island, Murphy Jack — affectionately known as Murf — joined the Impact Wealth team over seven years ago. A miniature golden doodle, Murf loves greeting visitors at the office, often announcing their arrival with a quick bark before settling in to supervise from his favourite spot.

He’s happiest when the team’s together, especially during lunch break — otherwise known as cheese o’clock. When he’s not in the office or riding along to visit clients, Murf enjoys walks, chasing the big gray squirrel in the backyard, boating with his girls, or relaxing at home with his two cats, Sid and Rudy.

Two truths and a lie

Our core values

Trust

Trust

We believe long-term relationships built on trust come from people who care deeply.

Integrity

Integrity

Do the right thing when no one is watching. We are careful that ‘we walk the talk’, and that our work contributes to both people and planet.

Respect

Respect

We believe in treating our clients like friends and family – with honesty, transparency and respect. To offer an experience that people want to share.

Impact

Impact

The challenges we face as a society require leadership. We believe in using business as a force for positive social and environmental change.

Our vivid vision

Our vision for 2030 captures the essence of Impact Wealth as a purpose-driven force in wealth management. We aspire to be the Patagonia of our industry — where our commitment to People and Planet guides every decision we make.

By 2030, we’ll be a thriving, employee-owned Certified B Corp rooted in Atlantic Canada — contributing over $100,000 annually to meaningful causes while growing sustainably and leading with trust, integrity, respect, and care.

Together, we’re shaping a legacy of positive change — a future where passion meets purpose, and every plan is Wealth, Well-Built.


We help navigate life’s most important financial decisions

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