impact wealth

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 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 Annual golf tournament ⛳️. Good luck ladies…

🍁 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! ❤️🤍

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.

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 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 . 💙

✨ 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 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