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™.
The 360o 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 a team of specialists and access to the best solutions.
What sets you apart from other advisors?
We listen. We care. We take the time to get it right. We build lasting relationships and unique tailored solutions by putting all of the pieces of your financial puzzle together with our 360o Impact™process.
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, share how we help through our 360o Impact™ process to see 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 you have best-in-class products and if you are on track.
Save the date! The Eastern Charlotte Chamber of Commerce (ECCC) will be hosting a General Membership Meeting. Members will elect a new Board of Directors and Executive and help set the priorities for our region.