Impact Wealth

Who we are

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Relationships
built on trust.

Who we are

Impact Wealth is a leading Atlantic Canadian wealth firm. Our main office, aka ‘design studio’, is located in the historic seaside town of Saint Andrews, New Brunswick where clients can walk into retirement. Guests are greeted by a bright modern space with a respectful nod to the past in our beautifully restored 1855 building. Our curated furnishings are surrounded by original exposed wooden beams and vivid imagery from local artists who capture the spirit of this place. As Atlantic Canada’s first certified B Corp wealth advisor, we are an award-winning Best for the World employer with an exceptional team dedicated to your success.

Our team

Our friendly dedicated team of specialists draw on our extensive experience, wide network and unique approach to deliver results for you, your family and your business. Proudly independent, we are not affiliated with a bank or brokerage which means we are not required to sell specific products – just the right solution tailored to you.

Shane Borthwick

President, Senior Wealth Advisor

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

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 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

Murf

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

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 2026 embodies the essence of Impact Wealth as a dynamic force in wealth management. We aspire to be the Patagonia of our industry, where our commitment to People & Planet resonates in every area of our business. With a thriving team, substantial contributions to meaningful causes, and sustainable financial growth, Impact Wealth envisions a future that aligns passion with purpose. Our journey is grounded in trust, integrity, respect, and impactful leadership. Together, we ignite confidence through financial education, world-class solutions, and exceptional service, shaping a legacy built on the principles of positive change and unwavering dedication to excellence.

We help navigate life’s most important financial decisions

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