Impact Wealth

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 Insurance
Monetary 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 Contact
Ashley Guthrie We Help Navigate Life’s Most Important
Email
Marcie Lewis Operations at Impact Wealth
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 Email Phone
Finance 2 2 1
Operations 1 1 0

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