Who We Work With
At Pathway Wealth, we understand that every client has unique financial goals and aspirations. Our tailored approach allows us to serve a diverse clientele, focusing on two key demographics:
Pre-Retirees / Early Retirees
As you approach or have entered retirement, ensuring your financial readiness is crucial. We partner with you to help you navigate the complexities of retirement planning.
Chad works closely with you to assess your current financial situation, develop a comprehensive retirement strategy, and secure the lifestyle you've always envisioned in your golden years.
Mid-Career Canadians
You’re building your career, but have you built the foundation for your financial future?
We specialize in assisting mid-career individuals who aim to establish a successful and secure future. Whether you're looking to invest wisely, plan for future expenses, or save for major life events, our Certified Financial Planner will provide the guidance and strategies you need to achieve long-term wealth and peace of mind.