Your path to financial freedom begins here.

Actionable, no-nonsense advice for Canadians customized to your unique situation.

15-Minute Discovery Call

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Years of Experience

$X
Under Management

X
People Helped

Transparency

You’ll have a full fee overview before moving forward, without any unpleasant surprises afterwards.

Education

My goal is to educate you first on your financial situation. Only then will we be able to pick the best option for you.

15-Minute Discovery Call

Convenience

You can meet your financial planner when it fits you, without having to come into the office.

  • "Pathway Wealth has been an appreciated member of our family financial table for a few years now. I don’t know Pathway’s slogan or vision and mission statement. I don’t need to. Those are words. Chad is action, and that is what matters to me and to my family."

    — Selena

  • "For anyone looking for help in developing a detailed retirement plan, Chad is your guy. He really gets to know you and what you want out of retirement and then develops a plan that is right for YOU. I knew within the first couple of minutes of our first meeting that we would hit it off, he is a very personable, caring individual and I would like to think I made a new friend. I look forward to working with Chad in the future when we review our plan to ensure we are still on track!"

    —Glen

  • "After doing a lot of research, and watching Chad's videos on YouTube, I reached out to meet with him. After our meeting, I hired Chad, who showed me that I had saved enough money for retirement.
    Six months after meeting Chad, I was retired from work.

    Thank You for your services and in helping me see that retirement was a possibility - I am so happy that I jumped on board."

    —Kriss

  • “Chad was able to take all our financial information, and generate a financial retirement plan, and then stress test the plan.
    With Pathway Wealth’s plan, we will be able to retire later this year. Thanks Chad!”

    - Gary

  • “Trusted Advisor. 

    Two simple words that describe what we look for in our most significant business relationships and what Chad Wiebe and his company provide.

    When we were referred to Chad, we evaluated the potential relationship with caution, but he came highly recommended — not just for his investment acumen, but that he proved trustworthy. There’s that word again.

    Chad has a gift of listening well and then responding with rock-solid recommendations that perfectly mesh with our investment profile -safe investments (we are semi retired) that have proven to provide insistently satisfying yields.

    Katie, his assistant is a gem, fast responses, and is the consummate professional.

    We highly recommend Chad, Katie, and Pathway Wealth.”

    -Ray & Dorothy

Fill out the form and choose a date and time to your convenience to meet.

I’ll review your situation to come prepared to our 1-on-1 call.

15-Minute Discovery Call

Together, we’ll create an action plan customized to your situation on the call, whether we end up working together or not.

FAQs

  • If you watch my Youtube channel, you’ll know what I WANT to say here. I am a huge fan of a CPP delay to 70, however, every case is different so while I prefer to see CPP starting at 70, I often recommend other ages as well. This is going to vary person by person.

  • ‘Traditional wisdom’ has always said you need $1 million to retire comfortably in Canada. For many people, I still agree with this, however, for many they do not need anywhere near a million. Depending on spending habits, I’ve had clients who are able to retire comfortably with much less than a million, and others who need much more. Once again, every case is different.

  • The worst part of any financial planner's job is to tell someone knocking on retirement's door that they are not financially ready. I would recommend sitting with a professional at least 5 years out from your goal retirement date. This will give you time to adjust your plan if needed, or possibly move the retirement goal posts closer if possible.

  • Where to withdraw first is not as easy as ‘where to withdraw from last?’ (which is always the TFSA). But first? Depending on your situation, this could be your non-registered accounts or your RRSPs. Building your retirement income pay cheque starts with stable, boring incomes like CPP, OAS, and pensions, and then building from there.

Make your first step towards your financial future.

15-Minute Discovery Call