impact wealth

impact wealth Wealth, Well-Built through Clarity, Access and Care. We believe wealth should do more than grow.

It should help you live well, create opportunity, and make an impact on the people and causes you care about. Founded in 2014, Impact Wealth helps entrepreneurs and families navigate life’s most important financial decisions. We bring Clarity to complex decisions, Access to opportunities across public and private markets and Care to the things that matter most. Our signature WealthBook brings your

financial life together in one place. It helps you see where you are, what you may be missing, what’s possible, and what’s coming next. As your life and needs change, our job is to help you see around the next corner and make better decisions through every season of life. In 2022, Impact Wealth became Atlantic Canada’s first Certified B Corporation® wealth advisor, reflecting our belief that business — and wealth — can be a force for good. Because ultimately, we help build more than wealth:

A life well lived, a legacy that lasts and an impact that matters.

Our impact extends beyond wealth.As a member of , Impact Wealth commits at least 1% of our annual revenue to environment...
08/24/2026

Our impact extends beyond wealth.

As a member of , Impact Wealth commits at least 1% of our annual revenue to environmental organizations doing meaningful work.

Close to home, that includes supporting the Campobello Whale Rescue Team through (MARS) and their work protecting whales in the Bay of Fundy.

We’re proud to support the people doing this important work here in the Bay of Fundy to protect these amazing animals.

Wealth, Well-Built.

Sneak peek 👀We’ve been working on something behind the scenes at Impact Wealth.A few laughs, some new photos, and lots m...
08/23/2026

Sneak peek 👀

We’ve been working on something behind the scenes at Impact Wealth.

A few laughs, some new photos, and lots more to come as we start sharing more of our people, our stories and what Wealth, Well-Built means to us.

And — we’re finally on Instagram! Follow along at .ca.

And they’re off. The ladies of Impact Wealth have their eyes on the ball today at the The Saint John Region Chamber Ann...
08/13/2026

And they’re off. The ladies of Impact Wealth have their eyes on the ball today at the The Saint John Region Chamber Annual golf tournament ⛳️. Good luck ladies…

07/01/2026

🍁 Happy Canada Day! 🍁

Today, we celebrate the place we’re proud to call home.

From coast to coast, Canada is built on strong communities, hard work, resilience, and the people who make a difference every day. At Impact Wealth, we’re grateful to work with families, business owners, and retirees across our communities, helping them navigate life’s most important financial decisions.

Whether you’re spending the day with family, enjoying the outdoors, or taking in your local celebrations, we hope your Canada Day is filled with laughter, connection, and lasting memories.

From all of us at Impact Wealth, Happy Canada Day! ❤️🤍

04/22/2026

Happy Earth Day 🌍

We spend a lot of time helping clients plan for the future — and today is a great reminder that the future includes the world we all share.

At Impact Wealth, being a B Corp means we think beyond dollars and cents — we think about impact.

Here’s to making choices (big and small) that support a healthier planet.

02/16/2026

Happy Family Day from all of us at Impact Wealth 💙

Today is a reminder of what truly matters — time with the people who support us, inspire us, and shape our future.

At Impact Wealth, we believe financial planning is about more than numbers — it’s about protecting your family, supporting your goals, and building a future that gives you more moments together.

Wishing you a day filled with connection, laughter, and lasting memories.

We’re excited to welcome Corri Conley to the Impact Wealth team as our new Client Experience Associate.Corri brings a st...
01/19/2026

We’re excited to welcome Corri Conley to the Impact Wealth team as our new Client Experience Associate.

Corri brings a strong background in client service, communication, and relationship-building. Her thoughtful approach and genuine care for people make her a wonderful complement to our growing Wealth team.

She’ll be supporting our advisors and clients and helping us continue to elevate the experience we provide to the families and businesses we serve.

We’re so glad you’re here, Corri — welcome to Impact Wealth . 💙

01/01/2026

✨ Happy New Year from Impact Wealth ✨

A new year isn’t about starting from scratch — it’s about building forward with intention.

As we step into 2026, it’s a natural time to pause, reflect, and realign. To revisit goals, refresh plans, and make sure your money is working in support of the life you’re building — not against it.

Our commitment remains the same:
✔ clarity in complexity
✔ confidence in decision-making
✔ thoughtful planning that evolves as life does

Here’s to a year of purpose, progress, and meaningful impact. 💙

This time of year invites reflection — on family, community, and the things that matter most.We’re incredibly grateful f...
12/25/2025

This time of year invites reflection — on family, community, and the things that matter most.

We’re incredibly grateful for the trust our clients place in us and for the relationships that make our work meaningful every day.

Wishing you a warm, joyful Christmas and a peaceful start to the New Year.

— The Impact Wealth Team

Address

185 Water Street
Saint Andrews, NB
E5B1A9

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18773097634

Website

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