
Impact Wealth
Impact Wealth is a leading Atlantic Canadian wealth firm that offers tailored financial solutions for individuals, families, and businesses.
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Impact Wealth is a leading Atlantic Canadian wealth firm dedicated to helping individuals, families, and businesses navigate life's most important financial decisions. Based in the historic seaside town of Saint Andrews, New Brunswick, Impact Wealth is known for its personalized approach and commitment to sustainable investing. As Atlantic Canada's first Certified B Corp wealth advisor, they prioritize people and planet alongside profit, aligning their business with positive social and environmental change.
Their team of specialists offer a comprehensive suite of services, including financial planning, investment management, insurance, and business advice. Their unique 360° Impact™ process ensures that they understand their clients' goals and values, and that their solutions are tailored to meet their specific needs. Impact Wealth's commitment to excellence and its focus on building long-term relationships built on trust have made it a trusted advisor for many successful entrepreneurs and families in the region.
Flexibility
Impact Wealth does not mention the job flexibility it provides in the job posting. NONE
Benefits
Impact Wealth offers a comprehensive suite of employee benefits, including the Chambers Plan, which provides affordable and stable group insurance rates. Employees can also access a variety of personal insurance options, including life, health, disability, and critical illness insurance. The company also offers a generous retirement plan and other benefits to support employee well-being and financial security.
Mission
Impact Wealth is a leading Atlantic Canadian wealth firm dedicated to helping individuals, families, and businesses navigate life's most important financial decisions. They prioritize trust, integrity, respect, and impactful leadership, aiming to be the Patagonia of the wealth management industry. Their mission is to ignite financial confidence by providing world-class solutions, exceptional service, and sustainable financial growth, all while contributing to a global shift towards positive social and environmental change.
Culture
Impact Wealth promotes a culture of trust, integrity, and respect, prioritizing both people and the planet. They are committed to making a positive impact on the community and the world through their work, and they strive to create a welcoming and supportive environment for their employees. This is reflected in their commitment to sustainability through initiatives like 1% for the Planet and their status as the first Certified B Corp wealth advisor in Atlantic Canada. The company values long-term relationships built on trust and aims to be a "Patagonia of the industry," meaning they are dedicated to creating a sustainable and meaningful business model.
DE&I
Impact Wealth is a B Corp certified company, demonstrating a commitment to social and environmental responsibility. Their website highlights their focus on building a diverse and inclusive team, with a particular emphasis on supporting local initiatives and community programs that prioritize people. They actively strive to foster a welcoming environment where everyone feels valued and respected, contributing to a culture of positive change and impactful leadership.
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