We help navigate life’s most
important financial decisions.
Built with purpose
Founded in 2014 on the shores of Saint Andrews, New Brunswick, Impact Wealth was created to do wealth differently — bringing clarity, access and care to entrepreneurs and families building meaningful lives.
We believe wealth should do more than grow. It should help you live well, create opportunity, build a lasting legacy and make an impact on the people and causes you care about.
Today, our team brings together experience, trusted professional partners and unique access to help you navigate the financial decisions that come with life, family and business.
That’s Wealth, Well-Built.
Meet our team
What we do
Your financial life has a lot of moving parts. We bring them together.
Investments. Retirement. Tax. Estate planning. Insurance. Your business. Your family.
Each decision can affect the others. That’s why we look at the whole picture — not just one piece of it.
Our approach brings your financial life together in one place — your WealthBook. It gives you a clear view of where you are today, identifies gaps you should know about, uncovers opportunities and solutions you may not know exist, and helps you prepare for what’s coming next.
Because life changes — and your financial needs change with it.
One team. One clear view of your financial life.
Personal Solutions Business Solutions
Our approach
We focus on what matters — and what you can control.
We start by understanding where you are today, what matters most to you, and where you want to go.
From there, we bring the pieces of your financial life together — identifying gaps, exploring opportunities and helping you prepare for what may be around the next corner.
As life changes, our team helps keep your financial decisions and plans aligned with where you’re going.
Clarity for today. Confidence for what’s next.
Learn more
Our impact
We believe business has a responsibility to contribute to the communities we call home and the world we share.
To reinforce our commitment to triple bottom line results, we are a proud member of 1% for The Planet where we contribute at least 1% of our annual revenue to environmental organizations doing meaningful work.
And as the first Certified B Corp or Benefit Corporation wealth advisor in Atlantic Canada, we hold ourselves to a higher standard for how our business impacts people and the planet.
It’s one more way we’re helping build more than wealth.
Learn more“I value working with a local team who specializes in helping business owners like me”
Stephanie Stevens
Bone Physio
“We have been with the Chambers Plan now for over 20 years and continue to see great value”
Andrew Logan
Teed Saunders Doyle
“We appreciate that Impact Wealth is dedicated to helping entrepreneurs grow in our region”
Jason Rideout
ANR Accounting
“Generations of our family business have trusted the Chambers Plan to support our employees, and Impact Wealth enhances that value with personalized service”
Jarvis Spires
Smet Momuments
“ We choose Impact Wealth because they truly understand the unique needs of our community”
Vicki Hogarth
CHCO TV