Impact Wealth
Financial Services
St Andrews, New Brunswick, Ca
8 employees
- Employees
- 8
- Contacts
- 2
- Emails
- 2
Impact Wealth Overview
- Headquarters
- St Andrews, New Brunswick, Ca
- Phone Number
- Available in AeroLeads
- Website
- impactwealth.ca
- Industry
- Financial Services
- Employees
- 8
- Founded
- 2014
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Impact Wealth
Only 1 in 5 Canadians have a retirement plan. Do you? Navigating life’s most important financial decisions isn’t easy. You’re not alone. You need a trusted financial advisor dedicated to your success. In 2014, Impact Wealth was born from authenticity and experience to offer a different approach to what you have come to expect. We align your financial goals and values to deliver tailored wealth management solutions for you, your family, and your business. You need the right financial tools and support to protect the health and wealth of your family and your business – now and for generations to come. At Impact Wealth, we listen carefully and create tailored financial solutions with the durability you need to navigate life’s most important financial decisions, including investing, health insurance, and estate planning. Our Investment Partners Fidelity | NEI Investments | IA Clarington | Manulife | Mackenzie Investments Our Insurance Partners Manulife | Industrial Alliance | Sunlife | RBC Insurance | Blue Cross Our Group Benefits Partners Chambers Plan | Blue Cross | Sunlife | Manulife We specialise in wealth management, group insurance, disability insurance, retirement planning and more. Our financial advisors are committed to helping you with estate planning including family trusts, and helping you manage your wealth to ensure your legacy is secure. I Insurance products and services are offered by Mandeville Advisors licensed as life agents through Impact Wealth Management Inc. Your Mandeville Advisor will ensure you understand which company you are dealing with for the products and services offered to you.
Impact Wealth Contact Details
- People in AeroLeads
- 3
- With contact data
- 2
- Email contacts
- 2
- 66.7% coverage
Impact Wealth Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Ashley Guthrie | We Help Navigate Life’s Most Important | Pennfield, New Brunswick, Canada |
Email
|
| Marcie Lewis | Operations at Impact Wealth | Rothesay, New Brunswick, Canada |
Email
|
| Aidan Brooking | Wealth Intern at Impact Wealth |
View
|
Employees by Management Level
Individual contributor
3 profiles
Intern / trainee
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 2 | 2 | 1 |
| Operations | 1 | 1 | 0 |
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