Why Choose Pathway?
Our Promise
Every time we meet, our goal is that you will walk away with tangible strategies to improve your retirement cash flow, increase your net worth, or have a better understanding of your finances and investments.
Custom
Strategic
Focused
“We are very happy working with Chad, because of his philosophy of integrity, openness, and honesty. He listened to us and developed a custom-tailored plan to meet our needs and help us achieve our goals.
He is always working for us, and is on our side.” - Joan
What Pathway Wealth Stands For:
Low Cost and Focused Investments
We work with 2 portfolio management firms: Modern Advisor and BCV. ModernAdvisor is a dynamic company focused on delivering the very best ETFs on the market while diversifying your portfolio to protect your downside.
BCV has honed their investment strategy for over 15 years. Value investing focuses on companies with outstanding fundamentals, strong dividends and a history of growth. BCV invests your money in Separately Managed Accounts, or SMAs, that allow us to select only the best names to add to your portfolio without over-diversifying.
Education
Chad is committed to and passionate about financial education. With an honours commerce degree and a CFP designation, and a strong penchant for chatting, he believes in leading by example.
Digging into your financial picture, educating you about your situation and helping you to problem solve, fills Chad’s cup.
Convenience
Let’s face it, the world has changed A LOT in the last few years. Who wants to battle rush hour traffic to find parking just to get terrible office coffee to see their financial planner?
With Pathway, you can meet Chad on your terms, in your home or office over a video call. Less time commitment, less stress, more action.
Transparency
A relationship built on trust cannot have fees hidden away in the fine print. Our fees are written out in plain English and disclosed on every quarterly statement.
Chad is a straight talker; he will be open and honest with you, and will not sugarcoat what he knows you need to hear.
