impact wealth - St. Andrews, NB

Joe M.

We went from just the family working at our business to more and more employees. It made sense to bring in a benefits plan.

Learning about what Shane did, and how Impact Wealth could help us out, we chose the Chambers Plan. It's a great service!

Paul M.

Impact Wealth have been amazing in helping me get organized regarding retirement needs personally. Shane has spent countless hours guiding me through various options.
Similarly, Shane has been instrumental in getting the correct insurance coverages needed for my business interests. He and Marcie have been incredibly communicative, patient, and helpful throughout the process. Their willingness to spend the time discussing options with our accountant has enabled proper tax planning for the future. Thank you, Impact Wealth!

Maureen H.

Shane and the team at Impact Wealth have been providing us with service and advice for 5 years now. Not only do I feel we have all the coverage we need to protect our business and ourselves as owners, I also feel like I have an extension to our team when it comes to solid advice. There's a genuine interest to provide us with what's best for us and you can't fake that. No nonsense, no hard selling. Just good advice that allows us to make informed decisions when we need it.

adrian B.

Absolutely great experience. We of course wanted to work with a team that knows their stuff (and they definitely do) but what we liked best was the level of trust we felt with the team at Impact Wealth and the level of detail and depth they go into to ensure you’re set up to meet your goals. Further more we had a particularly tangly corporate structure and Shane and company helped us untangle it and worked with our lawyer and accountant to set it up in the most tax efficient way possible. That organization and streamlining of my professional investments allowed me to maximize my contributions to my personal investments which Impact Wealth also coordinates. This truly is a one stop shop whether you’re an entrepreneur or individual

Paul L.

Impact Wealth has been a great addition to our commercial district. So helpful to have Ashley and Shane not only in the office, but out visiting their clients at their business's. Local service you can count on.

Joe U.

Impact Wealth identified a few gaps in my portfolio and helped me to get coverage in areas I was unlikely to know I was vulnerable. Their expertise and 360 approach helped me feel confident and create a feeling of security. A great thing to have as an entrepreneur and small business owner.

Sarah T.

Andrea F.