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.
Company Details
- Employees
- 8
- Founded
- -
- Address
- 185 Water St, St Andrews,new Brunswick E5b 1a9,canada
- Phone
- +1 877-309-7634
- he****@****alth.ca
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- impactwealth.ca
- Keywords
- Wealth Management, Socially Responsible Investing, Retirement Planning, Estate Planning, Succession Planning, Life Insurance, Disability Insurance, Critical Illness Insurance, Long-term Care Insurance, Group Benefits, Creditor Protection, Debt Management, Personal Investing, Asset Allocation, Health Insurance, Financial Advice, Legacy Planning, Group Insurance, Chambers Plan, Business Advisory, Family Trust, Business Succession, Sustainable Investing.
- HQ
- St Andrews, New Brunswick
Impact Wealth Questions
Impact Wealth's helpline number is +1 877-309-7634
Impact Wealth's website is impactwealth.ca
Impact Wealth's LinkedIn profile is https://ca.linkedin.com/company/impact-wealth
Impact Wealth has
8 employees.
View email and phone details for 8
employees at Impact Wealth.
Impact Wealth's industry is
Financial Services
Impact Wealth's support email address is hello@impactwealth.ca
Impact Wealth's categories are Financial Services
Impact Wealth's founding year is 2014
