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.
Favourite movie: The Dark Knight / Favourite album: One by One - Foo Fighters / Bucket list trip: Safari with my kids
Josiah Smith
Certified Financial Planner
A Winnipeg local, Josiah spends his time away from the spreadsheets with his wife and kids, reading a good book, or serving in his local church community.
At Pathway Wealth, Josiah focuses on providing Canadians with total peace of mind by mapping out the numbers and navigating the mental side of money as they transition into and enjoy retirement. He specializes in building deeply secure financial plans that take the guesswork out of wealth management and turn stressful surprises into bearable inconveniences.Favourite movie: The Count of Monte Cristo (2002) / Favourite album: X&Y - Coldplay / Bucket list trip: Train trip through Scottish Highlands
Luisa Portillo
New Client 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.
Favourite movie: The Greatest Showman / Favourite album: Slide - Goo Goo Dolls / Bucket list trip: Disney Cruise
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.
Favourite movie: Mrs. Doubtfire / Favourite album: Babel - Mumford and Sons / Bucket list trip: Greece