Your Future Matters.
Choosing the right financial partner matters.
Building a Business With Purpose
“ At Impact Wealth, we are a design firm. We’re on a mission to help people create, protect and use wealth to build a better future for their family, their community and the planet.”
- Shane Borthwick
Founder | Financial Advisor
In 2014, Impact Wealth was born to offer a different approach to what people have come to expect. People often find the financial services space confusing, frustrating, even misleading in some cases. Too often people are ill-informed and sold something that benefited the bank, or the advisor – not the client.
We set out to change all of that…
Our 360° Impact™ Process
Have you ever tried to put the pieces of a jigsaw puzzle together, without the picture on the box? It isn’t easy.
Your financial puzzle may seem daunting – we can help.
Proudly independent, we are not affiliated with any bank or brokerage firm. We aren’t required to sell specific products or have a sales quota. Our approach aligns your goals and values with leading conventional and sustainable investments, life and group solutions; including exclusive access to the Chambers Plan –
Canada’s #1 Employee Benefit program.
At Impact Wealth, we believe triple bottom line results matter – People, Planet and Profit. We are proud to be a leader in Sustainable, Responsible Investing and using business as a force for good.
Clients We Are Best Suited For
At Impact Wealth, we recognize that we are not all things to all people. Our client relationships are based on a very specific FIT process, allowing us to partner with those people we are most suited for. This allows us to provide an elevated client experience and build life-long relationships along the way.