impact wealth
Financial Services - Saint John, New Brunswick, Canada
impact wealth Employees
impact wealth Senior Management
impact wealth Details
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 TeamShane Borthwick | Founder, Financial Advisorshane@impactwealth.caMarcie Lewis | Operations, Client Service Managermarcie@impactwealth.caAshley Guthrie | Client Service & CommunicationsJeremy Ackerson | Financial Advisorjeremy@impactwealth.caAlain Parent | Group Benefits Strategistalain@impactwealth.caOur Investment PartnersFidelity | NEI Investments | IA Clarington | Manulife | Mackenzie InvestmentsOur Insurance PartnersManulife | Industrial Alliance | RBC Insurance | Empire Life | Canada Life | Blue CrossOur Group Benefits PartnersChambers Plan | Blue Cross | Sunlife | Manulife*mutual funds are offered through Investia Financial Services Inc.
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