At Pathway Wealth we are here to deliver actionable, no-nonsense financial advice for Canadians.
Chad Wiebe
Owner. Founder. Certified Financial Planner.Chad lives and works in Winnipeg. When he is not in the office, you can find him spending time with his family, coaching kids’ soccer, or on the dock at the cabin.
Chad has 2 focuses with Pathway Wealth:
One, work with pre-retirees and early retirees to bring focus to their financial position and give them confidence in this stressful financial time.
Two, work with clients in the early stages of their career to establish the habits that will lead to a comfortable retirement.
Luisa Portillo
Intake CoordinatorLuisa is often the first point of contact at Pathway Wealth. She helps guide new and existing clients through the initial steps, explaining how the team can support them in making the most of their finances and investments.
She works closely with clients to ensure a smooth and welcoming experience, helping coordinate next steps and keeping communication clear and organized.
Outside of work, Luisa enjoys staying active, coaching CrossFit, spending time with her family, and playing with her kids and her dog.
Katie Kadyniuk
Executive AssistantWhat gets done without someone like Katie on the team?
Katie keeps things moving around here, so when Chad is bogged down in the details of your financial plan, you may find an email from Katie to schedule your next appointment, sign some paperwork, or take care of an invoice.
Katie has 2 fun little boys that keep her busy.