Our People

Shane Borthwick | Founder, Financial Advisor

After finishing university, Shane and his wife Stephanie stayed in New Brunswick to pursue their careers and raise a family, settling on the coast near St. George. As an entrepreneur with experience throughout the Maritime Provinces, Shane holds an undergraduate business degree from the University of New Brunswick in Fredericton as well as leadership training from the Harvard Kennedy School in Boston. He has completed investment and insurance training through the Canadian Securities Institute as well as the Sustainable Investment Professional Certificate through the John Molson School of Business, Concordia University in Montreal.

Actively involved with local charitable and volunteer organizations throughout southwestern New Brunswick including the United Way, Food Bank, Emergency Planning & Preparedness Committee, Parent School Support Committee, he is committed to making a difference.  When he’s not helping clients, Shane, Stephanie and their two young daughters enjoy boating, gardening, tending their hens, cooking, traveling and time with family and friends.

Marcie Lewis | Operations & Client Service Manager

Marcie grew up in the beautiful province of Prince Edward Island. After making the trek across the Confederation Bridge to obtain her business degree from UNB Fredericton, Marcie settled in Nova Scotia with her husband Jeff, working in marketing and business development with a local municipal government. Within this role, Marcie worked closely with the small business community, connecting entrepreneurs towards collaborative marketing and development efforts. It was within this role that Marcie found her love of connecting and helping people as well as a passion for small business. Eventually Marcie, Jeff and their two young children found their way back to New Brunswick where they currently reside in the town of Rothesay.

When Marcie isn’t helping clients she enjoys photography, travelling to PEI and Nova Scotia to be with friends and family, and keeping up with her energetic children.

Jeremy Ackerson | Financial Advisor

Jeremy grew up in Saint John and after completing his undergraduate business degree at UNBSJ, decided to stay in his beloved hometown to begin his career. Following University he completed investment training through the Canadian Securities Institute and the Life License Qualification Program (LLQP). Jeremy has several years of experience as a Financial Advisor, helping families and individuals in the greater Saint John area define what is important to them and devise a plan to achieve what matters.

In their spare time, Jeremy and his wife Chen strive to spend as much time outdoors as possible by enjoying activities such as hiking, biking, and kayaking. Jeremy also enjoys gardening, traveling, and learning Chinese from his wife.

Alain Parent | Group Benefits Strategist


Alain grew up in Gatineau, Quebec and his wife is from Memramcook, New Brunswick. After a successful career in the corporate world as Associate Vice President with a national insurance carrier, his passion to use his expertise to help entrepreneurs led him to form his own practice in 2017. Transparent Benefits, a group benefits consulting firm, was born to offer simplicity, flexibility and technology to employers and their employees to better manage disability, health and dental plans. In 2020, Transparent Benefits joined forces with Impact Wealth to support clients and growth plans in the Greater Moncton region, one of the fastest growing regions in Canada.


A University of Ottawa graduate (B.Comm, major in Marketing, Entrepreneurship), he also studied at the École supérieure de commerce de Rouen in France. He holds a Certified Employee Benefit Specialist (CEBS) designation from the International Foundation and the Dalhousie University in Halifax, Nova Scotia. He also earned the distinction of Fellow from the International Society of Certified Employee Benefit Specialists. Alain is licensed to practice in New Brunswick, Nova Scotia, Quebec and Ontario.

 

Alain his wife and family live in Dieppe, New Brunswick. As a father of five, Alain still has some time to give back to the community as Director of 3+ Corporation’ Board of Directors, Secretary of the Board of Directors of the Dieppe Rotary Club, Past Chair of 21inc and Past President of Expansion Dieppe.

77 Germain Street Suite 201, Saint John, NB E2L 2E8

1-877-309-7634

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