At Impact Financial, we believe that financial planning should be simple, transparent, and tailored to your unique needs. Our process is designed to guide you step-by-step toward achieving your financial goals with confidence and clarity.
Initial Consultation
We begin with an initial consultation to provide an introduction to our firm and our approach. During this discussion, we will also look to understand your current situation, goals, and challenges. Understanding your personal and business needs ensures that we are aligned in focusing on what matters most to you.
Comprehensive Assessment
Next, we will take a deeper dive into assessing your current financial position. This includes reviewing your income, expenses, debts, investments, insurance, group benefits/savings plans, and any other relevant financial areas. The strongest financial plans are built when the planner can see the full picture.
Tailored Financial Plan
With the information gathered during our assessment, we will prepare a personalized, actionable financial plan tailored to your specific needs and goals. Whether you’re looking to grow your wealth, plan for retirement, fund your children’s education, protect your family’s future with insurance, or optimize your business’s benefits, we’ll provide a clear roadmap designed to help you succeed.
Implementation
Once we’ve agreed on the plan, we help implement the recommended strategies. Our team supports you every step of the way, whether that means opening investment accounts, setting up insurance policies, or fine-tuning your retirement plans. We take the complexity out of the process, ensuring that your financial plan is put into action smoothly and effectively.
Ongoing Monitoring & Adjustments
We don’t just walk away after the plan is in place. At Impact Financial, we provide ongoing monitoring of your progress and make adjustments as needed. Life changes, and your financial plan should evolve with it. Whether it’s a change in your goals, family situation, or the financial landscape, we’re here to keep your plan on track and ensure your financial success.
Regular Check-Ins
We believe in building long-term relationships with our clients. That’s why we schedule regular check-ins to review your plan and ensure it’s still aligned with your objectives. These meetings provide an opportunity to make any necessary updates and keep you informed about your financial progress.
Our process is designed to make financial planning simple, approachable, and effective—giving you peace of mind and a clear path toward achieving your financial aspirations. At Impact Financial, we’re with you every step of the way.
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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.
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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.