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Impact Wealth is an independent wealth advisory firm located in uptown Saint John, New Brunswick. We primarily work with entrepreneurs and families who value personal, professional advice tailored to their changing needs. We believe in making well informed decisions about your finances – that’s why we have developed and refined a unique process that puts all of the pieces to your financial puzzle together – we call it 360 Impact™.
Our process is designed to simplify the client experience, saving you time and money. We have carefully chosen leading 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.
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Min project size
Undisclosed
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Hourly rate
Undisclosed
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Employees
2 - 9
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Locations
Saint John, Canada
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Year founded
Founded 2014
1 Locations
- Saint John , Canada
Service Lines
Select Focus Area
- Financial Advising & Planning
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- Insurance Services & Brokers Focus Group
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- Life Insurance
- 40%
- Health Insurance
- 20%
Industries
No Industries have been added yet…
Clients
No Clients have been added yet…
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