What is Impact Wealth?
Impact Wealth is a financial advisory firm established in 2014, dedicated to helping individuals and businesses navigate life’s most important financial decisions. Located in the historic seaside town of Saint Andrews, New Brunswick, Impact Wealth offers a unique approach to wealth management that aligns clients’ goals and values with tailored financial solutions. The firm utilizes a distinctive 360°Impact™ process, integrating investment, insurance, and financial planning to provide comprehensive support for clients’ financial journeys.
Main Benefits of Impact Wealth
Impact Wealth provides numerous advantages to its clients, ensuring that their financial health is prioritized. Here are some key figures and benefits:
- Over a decade of experience in wealth management.
- First Certified B Corp wealth advisor in Atlantic Canada.
- Member of 1% for The Planet, contributing to environmental sustainability.
- Tailored financial solutions for both personal and business needs.
- Holistic approach through the 360°Impact™ process.
- Dedicated team of specialists with diverse expertise.
Personal Solutions Offered
Impact Wealth recognizes that each client has unique financial needs. The firm offers personalized financial strategies that cater to individual circumstances, ensuring that clients receive the support necessary to achieve their financial goals. These personal solutions include retirement planning, investment management, and insurance strategies designed to protect families and their legacies.
Business Solutions Offered
For business owners, Impact Wealth provides expert financial guidance aimed at fostering growth and stability. The firm understands the complexities of managing a business and offers tailored solutions that address the specific challenges faced by entrepreneurs. Services include business succession planning, employee benefits, and risk management strategies to ensure long-term success.
The 360°Impact™ Process
The unique 360°Impact™ process is at the core of Impact Wealth’s service delivery. This comprehensive, five-step approach allows clients to gain a clear perspective on their financial landscape. By aligning financial strategies with clients’ personal and business goals, the process ensures that clients are well-prepared for future challenges while maximizing their financial potential.
Impact on Sustainable Development Goals (SDGs)
Impact Wealth is committed to making a positive impact beyond financial wealth. The firm actively contributes to several United Nations Sustainable Development Goals (SDGs), including:
- Goal 8: Decent Work and Economic Growth – By supporting small businesses and entrepreneurs, Impact Wealth fosters economic growth and job creation in the community.
- Goal 12: Responsible Consumption and Production – As a member of 1% for The Planet, the firm promotes sustainable practices and environmental stewardship.
- Goal 17: Partnerships for the Goals – Impact Wealth collaborates with various organizations to amplify its impact and drive positive change.
Community Engagement and Support
Impact Wealth believes in the importance of community engagement and actively supports local initiatives. The firm participates in various charitable activities and partnerships that align with its core values of trust, integrity, respect, and impact. By investing in the community, Impact Wealth not only enhances its local presence but also contributes to the overall well-being of society.
FAQ
What services does Impact Wealth provide?
Impact Wealth offers a range of services including personal financial planning, investment management, insurance solutions, and business financial advisory services.
How does the 360°Impact™ process work?
The 360°Impact™ process is a comprehensive five-step approach that integrates various financial strategies to align with clients’ personal and business goals, ensuring a holistic view of their financial landscape.
What is a Certified B Corp?
A Certified B Corp is a business that meets high standards of social and environmental performance, accountability, and transparency. Impact Wealth is proud to be the first Certified B Corp wealth advisor in Atlantic Canada.
How does Impact Wealth contribute to environmental sustainability?
Impact Wealth is a member of 1% for The Planet, committing to donate at least 1% of its revenue to environmental causes, thereby promoting responsible consumption and production.
Can I book a consultation with Impact Wealth?
Yes, you can easily book a consultation through the “Book Now” feature on the Impact Wealth website, allowing you to schedule a meeting at your convenience.
What makes Impact Wealth different from other financial advisors?
Impact Wealth stands out due to its commitment to aligning financial strategies with clients’ values, its unique 360°Impact™ process, and its dedication to social and environmental responsibility as a Certified B Corp.
