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…
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.
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.