Impact Financial Group is a trusted financial planning firm based in Niagara, proudly serving clients across Ontario. With a commitment to making financial planning simple, our approach is to get to know your current situation and your future goals to align our services to your needs. We work with individuals, families, and businesses to create customized wealth, insurance and financial strategies that meet their unique goals.
Our speciality is in comprehensive services including Wealth Planning, Financial Planning, Insurance, Retirement Planning, and Group Benefits. Our team focuses on delivering personalized solutions to help you navigate life's financial milestones—from building a secure retirement to ensuring your business's long-term success.
With our deep understanding of the financial landscape, we prioritize the needs of our clients, offering both clarity and confidence in their financial journey. Whether you're planning for retirement, securing your family's future, or optimizing your business's financial health, Impact Financial is here to guide you every step of the way.
Trust us to make your financial aspirations a reality with clear, actionable plans tailored to your unique circumstances.
We take our role in our client's life seriously. It's our duty to have honest and open communications, offering guidance that is always in your best interest.
Your financial plan goes with you through your lifetime. Our focus is to provide you with confidence, security, and reliability both in our firm and our processes.
Adhering to our values ensures that our firm, our team, and our processes are always meeting all of our fiduciary duties and regulatory standards, even as they evolve over time.
Our team upholds our continuing education focus and pursuit of best practices to ensure you are receiving the highest level of professional service and advice.
As an independent firm, we have access to services and providers across Canada, to ensure we can provide unbiased advice, free from conflicts of interest, with the data to back it up.
We are here to empower you when it comes to your finances. Through education, professional advice, and ongoing support, we want your confidence to grow in all stages of life.
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Insurance products, including segregated fund policies, are offered through Impact Financial Group Inc., and Investment Representatives Jim Slaven, Ruba Alam, Ron Shirton, Rob Long, Austin Wassink, Kyle Cassidy, and Nadia Potter offer mutual funds and referral arrangements through Quadrus Investment Services Ltd. Any activity in relation to the titles of President and Managing Director of Impact Financial Group Inc. is related to insurance business only, and is not the business of/or under the supervision of Quadrus Investment Services Ltd.
For the Quadrus privacy policy, click here.
Important information about mutual funds is found in the Fund Facts document. Please read this carefully before investing. Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed; their values change frequently, and past performance may not be repeated. Unit values and investment returns will fluctuate.