Impact Wealth isn’t your average wealth advisory firm. We’re on a mission to help entrepreneurs & families Plan, Protect and Grow their wealth and make a difference in their community along the way.
We’ve developed and refined a unique process that allows you to make informed decisions about your money, aligning your goals and values with leading conventional and socially responsible solutions that deliver lasting results – we call our approach 360o Impact™.
The360o Impact™ Difference
Our approach aligns your goals and values with carefully selected 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.
Attracting and retaining top talent requires the right group benefits solutions – partnering with us means you have access to the best.
What sets you apart from other advisors?
We take the time to discover what matters most to you. Our 360o Impact™process puts all of the pieces of your financial puzzle together to deliver simplicity, purpose and results.
What is the cost for an initial consult with Impact Wealth?
Free. We make ourselves available for a complimentary one-hour consultation to get to know you and share a little bit about our firm and our 360o Impact™ process to determine if we are a good fit.
What is your investment philosophy?
We believe in controlling the control-ables and building tax-efficient wealth over the long-term. We pop the hood on your investments to see if you are on track. We align your goals and values with best-in-class conventional and socially responsible investment solutions.
The St. Stephen Area Chamber of Commerce is partnering with St. Croix Printing & Publishing Co. Ltd. to host the upcoming Charlotte County Christmas Business Networking Mixer, which will take place on Thursday, December 7th from 4:30pm until 6:30pm at Dooly’s St.