Who we are

Shane Borthwick

President, Senior Wealth Advisor

Combining the vision of an entrepreneur with passion of a change maker Shane brings an unparalleled level of care to our client files and the causes we support. Shane has a business degree from UNB and leadership training from the Harvard Kennedy School. As a member of the Wallace McCain Institute, he maintains a wide professional network and is committed to growing the Greater Atlantic Area (GAA). He holds the coveted Chartered Investment Manager (CIM^®) designation and Sustainable Investment Professional Certificate (SIPC). He is a licensed insurance advisor and a Certified Estate Advisor (CEA), specializing in helping clients leave a lasting legacy. When he’s not working, he loves spending time with his wife Stephanie, their two daughters and dog Murphy boating, traveling or volunteering.

Two truths and a lie

Marcie Lewis

Senior Manager of Operations & Impact

With roots in the beautiful province of Prince Edward Island, Marcie ventured to New Brunswick to get her business degree from UNB Fredericton. After university, Marcie settled in Nova Scotia with her husband Jeff, where she found her passion for helping entrepreneurs, working closely with the small business community, connecting entrepreneurs towards collaborative marketing and development efforts. Eventually Marcie, Jeff and their two young children found their way back to New Brunswick living in the picturesque town of Rothesay. As a member of the Wallace McCain Institute, Marcie is committed to supporting the growth of the Atlantic region. When Marcie isn’t helping support clients or volunteering, she enjoys photography, travelling to visit friends and family, and keeping up with her energetic children.

Two truths and a lie

Ashley Guthrie

Growth Manager

Ashley comes to Impact Wealth with over seven years in the financial services industry with a strong background in client service, sales growth. Ashley completed insurance training through the Canadian Securities Institute and the Life License Qualification Program (LLQP). When working with clients and advisors, Ashley prides herself on her holistic approach and getting to the bottom of whatever comes her way. Ashley is a member of the Wallace McCain Institute where she helps other entrepreneurs in the region while building her network. When Ashley isn’t helping others, she can be found spending time with her husband Evan and two young children. Finding enjoyment with outdoor activities in any season and creating fun ways to keep up with her children and still trying to find a little time for herself.

Two truths and a lie

Michelle Dougan

Insurance & Benefits Associate

With a long-standing background in insurance and holistic planning since 2013, Michelle obtained her Life License Qualification Program (LLQP) to deepen her knowledge to help clients. Passionate about working with families and entrepreneurs Michelle finds the right insurance solutions tailored to their needs. Originally from England, she now calls the beautiful coastal community of Beaver Harbour in southwestern New Brunswick home. Michelle and her husband, Drew have two wonderful children who keep their lives vibrant and full of joy. Any ‘free time’ that Michelle has, you can find her cheering on her kids at their sporting events or enjoying outdoor adventures like skiing and hiking with family. Recently, she hung up her roller skates after a thrilling career in full-contact Roller Derby and transitioned into the exciting world of pickleball, where she’s found a new community to connect with.

Two truths and a lie

Murf

Originally from PEI, Murphy Jack ‘aka Murf’ joined ‘our team’ over 5 years ago. A miniature golden doodle, Murf gets excited when visitors arrive at the office and often greets them with a bark before quickly settling in. He loves our team and his favourite time of day is lunch break, also known as cheese’o’clock. When he’s not at the office or on the road visiting a client, he loves walks chasing the big gray squirrel in the backyard, boating with his girls or hanging out with his two cats Sid and Rudy at home.

Two truths and a lie