impact wealth

www.impactwealth.ca

Impact Wealth is an independent wealth advisory firm located in uptown Saint John, New Brunswick. We primarily work with entrepreneurs and families who value personal, professional advice tailored to their changing needs. We believe in making well informed decisions about your finances – that’s why we have developed and refined a unique process that puts all of the pieces to your financial puzzle together – we call it 360 Impact™. Our process is designed to simplify the client experience, saving you time and money. We have carefully chosen leading conventional and socially responsible investments as well as life and group insurance solutions; including exclusive access to the Chambers Plan – Canada’s #1 Employee Benefits program. Get in touch to learn more about 360 Impact™ Our Team Shane Borthwick | Founder, Financial Advisor [email protected] Marcie Lewis | Operations, Client Service Manager [email protected] Ashley Guthrie | Client Service & Communications Jeremy Ackerson | Financial Advisor [email protected] Alain Parent | Group Benefits Strategist [email protected] Our Investment Partners Fidelity | NEI Investments | IA Clarington | Manulife | Mackenzie Investments Our Insurance Partners Manulife | Industrial Alliance | RBC Insurance | Empire Life | Canada Life | Blue Cross Our Group Benefits Partners Chambers Plan | Blue Cross | Sunlife | Manulife *mutual funds are offered through Investia Financial Services Inc.

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Impact Wealth is an independent wealth advisory firm located in uptown Saint John, New Brunswick. We primarily work with entrepreneurs and families who value personal, professional advice tailored to their changing needs. We believe in making well informed decisions about your finances – that’s why we have developed and refined a unique process that puts all of the pieces to your financial puzzle together – we call it 360 Impact™. Our process is designed to simplify the client experience, saving you time and money. We have carefully chosen leading conventional and socially responsible investments as well as life and group insurance solutions; including exclusive access to the Chambers Plan – Canada’s #1 Employee Benefits program. Get in touch to learn more about 360 Impact™ Our Team Shane Borthwick | Founder, Financial Advisor [email protected] Marcie Lewis | Operations, Client Service Manager [email protected] Ashley Guthrie | Client Service & Communications Jeremy Ackerson | Financial Advisor [email protected] Alain Parent | Group Benefits Strategist [email protected] Our Investment Partners Fidelity | NEI Investments | IA Clarington | Manulife | Mackenzie Investments Our Insurance Partners Manulife | Industrial Alliance | RBC Insurance | Empire Life | Canada Life | Blue Cross Our Group Benefits Partners Chambers Plan | Blue Cross | Sunlife | Manulife *mutual funds are offered through Investia Financial Services Inc.

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City (Headquarters)

St. John's

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Employees

1-10

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Founded

2014

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Potential Decision Makers

  • Founder | Financial Advisor

    Email ****** @****.com
    Phone (***) ****-****
  • Managing Director and Responsible Manager of Australian Financial Services License

    Email ****** @****.com
    Phone (***) ****-****

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