STRATEGIES FINANCIAL HEALTH

Better prepare for retirement,
minimize income tax, optimize
portfolio performance; these
are legitimate and
accessible goals.

To know more

Who are we?

Impact Financial Strategy Inc. is a financial services firm established in 1999. Duly registered with the Autorité des Marchés financiers (AMF), Impact’s mission is to help business owners and their families with financial, retirement, and estate/succession planning. Above all, we care for your financial health.

We have developed a personal financial planning service to provide our advisers with the tools to help their customers achieve their financial objectives. We favour a multi-disciplinary approach: rather than being limited to one point of view, each professional has access to a full support team to offer a holistic and objective vision.

With regards to business transfers, a comprehensive and integrated financial plan is a critical ingredient. It helps assess the financial implications for the business, its new shareholders, and the seller, to bring each party’s objectives in line with one and other. The financial strategies simulation contained within, leveraging our team of professionals, leads to a clear vision before implementation.