https://www.pathwaywealth.ca/home daily 1.0 2026-03-11 https://images.squarespace-cdn.com/content/v1/5ec321c2af33de48734cc929/d6069999-a012-4166-97ca-493710b6357b/Aro+Ha_0387.jpg https://www.pathwaywealth.ca/contact-1 daily 0.75 2025-04-26 https://images.squarespace-cdn.com/content/v1/5f05df26dfe4d606b152619f/9492ca67-6226-4eef-b3a9-6d179e91bb89/eric-rothermel-FoKO4DpXamQ-unsplash.jpg https://www.pathwaywealth.ca/why-us daily 0.75 2026-03-11 https://images.squarespace-cdn.com/content/v1/5f05df26dfe4d606b152619f/1737318113988-D7KZ863KL0QIZIDN83IN/unsplash-image-V0QnzTOWU8M.jpg Why Choose PW? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5f05df26dfe4d606b152619f/1737318154861-SUQXQANBSWTQ3FX4VWYI/unsplash-image-V0QnzTOWU8M.jpg Why Choose PW? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5f05df26dfe4d606b152619f/1737318134211-QOYM699JKNUUBU8NN0NT/unsplash-image-V0QnzTOWU8M.jpg Why Choose PW? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5f05df26dfe4d606b152619f/1603729438728-YCK2OFR9WRNHGBTH1E48/Fee+for+Service+Financial+Planning+in+Canada Why Choose PW? - 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. https://images.squarespace-cdn.com/content/v1/5f05df26dfe4d606b152619f/1603731173057-362RMXRLB8S4XZHLNK9K/Free+Youtube+Financial+Education+for+Canadians Why Choose PW? - 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. https://images.squarespace-cdn.com/content/v1/5f05df26dfe4d606b152619f/8dfa17db-dbfd-4672-bd93-dff6415a17a5/Virtual+Financial+Planner+in+Canada Why Choose PW? - Convenience We are an online-only firm. 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. https://images.squarespace-cdn.com/content/v1/5f05df26dfe4d606b152619f/0ea4b216-0e33-4d94-bc0f-ac5a2883491a/Transparent+and+honest+Canadian+Financial+Planner Why Choose PW? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.pathwaywealth.ca/about-pathway-wealth daily 0.75 2026-03-11 https://images.squarespace-cdn.com/content/v1/5ec321c2af33de48734cc929/f5be000f-883d-4b52-8322-13ce5108db47/imgg-demo-nLRbokBp.jpg About https://images.squarespace-cdn.com/content/v1/5ec321c2af33de48734cc929/6d6ce9d6-acc5-4337-84fa-c8c6a18cbbd7/imgg-demo-dr4UJ5bT.jpg About https://images.squarespace-cdn.com/content/v1/5ec321c2af33de48734cc929/d0c64311-b23a-4075-a6bb-08ec13a3bc11/imgg-demo-nD6Pzw4T.jpg About https://images.squarespace-cdn.com/content/v1/5f05df26dfe4d606b152619f/be19e840-bd24-441e-9916-8197318b8137/241011RVA-0029.jpg https://images.squarespace-cdn.com/content/v1/5f05df26dfe4d606b152619f/a66837b2-f699-4865-a1bf-f11e5bdc7c7b/241011RVA-0008.jpg https://www.pathwaywealth.ca/sidebar daily 0.75 2020-11-12 https://images.squarespace-cdn.com/content/v1/5f05df26dfe4d606b152619f/1605152039271-QXDHG4A5BXTK2K709IF1/Harris-Family-20-IMG-166+copy.jpg Sidebar https://www.pathwaywealth.ca/services daily 0.75 2026-03-11 https://images.squarespace-cdn.com/content/v1/5ec321c2af33de48734cc929/2b138b19-e39b-4aaa-bfe4-ee168dac9208/20140301_Trade+151_0124+1.jpg https://images.squarespace-cdn.com/content/v1/5f05df26dfe4d606b152619f/1737317591585-BKQT2MMCE0H0DLXUTQ4Z/Financial+Planning+for+Canadians Services and Pricing - Comprehensive Financial Planning Comprehensive Planning is an ongoing planning partnership. We offer all the same initial services as our Fee-For-Service model, along with the added benefits of ongoing support and implementation of the strategies discussed, and high quality portfolio management services with low fees. Comprehensive Planning is ideal for those who want to have an ongoing relationship with a trusted financial resource and professional portfolio manager. Fees are based on a sliding scale, which means you will pay a smaller percentage the more you have invested. From $0-$250,000: 1.65% Above $250,000: as low as 0.6% Exact fees will be reviewed in our discovery meeting. https://images.squarespace-cdn.com/content/v1/5ec321c2af33de48734cc929/1589847914069-83LTMROG2H2YB1JMZ1GS/image-asset.jpeg Services and Pricing - Fee-for-Service Financial Planning Fee for Service Planning is a 3 meeting package. We start with a thorough review of your financial situation, your long term, and retirement goals. You then receive my projections within your full plan, along with a written assessment with rationale for all recommendations, followed by a wrap up meeting. Fee for Services is great for DIY investors, those who are not yet ready to move their investments to a new portfolio manager, or someone looking for validation of the plan they currently have. Singles household: $2000 Couples household: $3000 https://images.squarespace-cdn.com/content/v1/5f05df26dfe4d606b152619f/1612900116438-OSWOL87VAF5ZIIT7YXVU/canada-british-colombia-attractions-tofino-beach-and-people.jpg Services and Pricing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.pathwaywealth.ca/midcareer-canadians daily 0.75 2025-01-02 https://images.squarespace-cdn.com/content/v1/5f05df26dfe4d606b152619f/1612881409066-Z4DGOSBW2ZJ6M6ZGMQLJ/mateus-campos-felipe-zd8px974bC8-unsplash.jpg Mid-Career Canadians - You… are in your 30’s and 40’s, mid-career professional working in medicine, accounting, consulting, law, or sales hold a leadership role within your company, or expect to soon have neither the time nor mental energy to properly manage your increasingly-complex finances are generally skeptical of the financial services industry and (rightfully) believe that the majority of financial products and services are a rip-off would be eager to outsource your portfolio management and financial planning to a trusted expert but have never met an advisor or firm worthy of the role https://images.squarespace-cdn.com/content/v1/5f05df26dfe4d606b152619f/1612883017550-5YG40H250TCHMNH4C8B1/hermes-rivera-YxbwyTb5ijs-unsplash.jpg Mid-Career Canadians - You are seeking an advisor who…. shares a similar academic and professional background to your own develops financial projections that integrates your income, expenses, assets (including human capital), liabilities, insurance coverage, employee benefits, estate planning, and unique goals understands the nuances of your career arc and financial situation deeply enough to accurately build and continuously refine projections of your financial future invests in a well diversified, low-cost, tax efficient manner proactively prioritizes your financial action items in an effort to entirely relive you of that mental burden fiercely protects your time https://www.pathwaywealth.ca/who-we-work-with daily 0.75 2026-03-11 https://images.squarespace-cdn.com/content/v1/5f05df26dfe4d606b152619f/ee739deb-52d7-4daa-9aa0-f093d30557c2/Financial+Planning+for+Canadian+Retirement Who We Work With - 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. https://images.squarespace-cdn.com/content/v1/5f05df26dfe4d606b152619f/3da621db-7c82-4baa-aa5c-3689ba6db9b7/Financial+Planning+for+Canadian+Adults Who We Work With - 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. https://www.pathwaywealth.ca/pre-retiree-retirees-1 daily 0.75 2025-01-02 https://images.squarespace-cdn.com/content/v1/5f05df26dfe4d606b152619f/1612883557281-D5MMYOCYULTUMQG84K5I/foto-sushi-6anudmpILw4-unsplash.jpg Pre-Retirees / Retirees (Copy) - You… are a nearing the end of your career or just retired held a leadership role within your career have neither the time nor mental energy to properly manage your increasingly-complex finances are generally skeptical of the financial services industry and (rightfully) believe that the majority of financial products and services are a rip-off would be eager to outsource your portfolio management and financial planning to a trusted expert but have never met an advisor or firm worthy of the role https://images.squarespace-cdn.com/content/v1/5f05df26dfe4d606b152619f/1612883667053-BFXA2E6FAA76GCE79L9S/pexels-energepiccom-288477.jpg Pre-Retirees / Retirees (Copy) - You are seeking an advisor who…. shares a similar career path and professional background to your own has a team in place to help advise your finances for years and generations to come develops financial projections that integrates your income, expenses, assets, liabilities, insurance coverage, employee benefits, estate planning, and unique goals has the experience and knowledge to give you confidence in your investments as you transition into retirement invests in a well diversified, low-cost, tax efficient manner is committed to communication and quarterly reviews https://www.pathwaywealth.ca/testimonials-and-reviews daily 0.75 2026-02-26 https://www.pathwaywealth.ca/videos-1 daily 0.75 2025-01-19 https://www.pathwaywealth.ca/videos-1/canadian-pension-plan monthly 0.5 2025-01-19 https://www.pathwaywealth.ca/videos-1/financial-planning-canada monthly 0.5 2025-01-19 https://www.pathwaywealth.ca/videos-1/government-benefits monthly 0.5 2025-01-19 https://www.pathwaywealth.ca/videos-1/tax-planning-canada monthly 0.5 2025-01-19 https://www.pathwaywealth.ca/videos-1/v/blpad3j66jsg8m68ezsxfff8sttlht monthly 0.5 2026-02-01 https://www.pathwaywealth.ca/videos-1/v/kxa8smw34e5rxg4hhxl2mwh2js634a monthly 0.5 2026-02-01 https://www.pathwaywealth.ca/videos-1/v/cw46953nlm8krrrn3x8852k659zrla monthly 0.5 2026-02-01 https://www.pathwaywealth.ca/videos-1/v/wgx2gd9j642ssa22d7m8hb9km9l966 monthly 0.5 2026-02-01 https://www.pathwaywealth.ca/videos-1/v/jrahrj9wkh8knxpb84b9xdpk8ekc8f monthly 0.5 2026-02-01 https://www.pathwaywealth.ca/videos-1/v/wesscp5tky52a92j8fc6hly8ewal4r monthly 0.5 2026-02-01 https://www.pathwaywealth.ca/videos-1/v/afntygrteg9eg5xx2j6nzl7ecjpxxg monthly 0.5 2026-02-01 https://www.pathwaywealth.ca/videos-1/v/mfj3wfs6yk2yj922tr6xamyb8k5ly3 monthly 0.5 2026-01-29 https://www.pathwaywealth.ca/videos-1/v/xjgd7pp8lymarwh9r8ymnjcxybtwee monthly 0.5 2026-01-28 https://www.pathwaywealth.ca/videos-1/v/56crz6y95tapg56z6thjyrw6ze75ns monthly 0.5 2026-01-28 https://www.pathwaywealth.ca/videos-1/v/2hmwjmr57txbaj322kmlfxww75rgt3 monthly 0.5 2026-01-27 https://www.pathwaywealth.ca/videos-1/v/xsbnj35eldfkg7eaxn8lp4zhx593wy monthly 0.5 2026-01-27 https://www.pathwaywealth.ca/videos-1/v/100000000-retirement-plan monthly 0.5 2025-01-19 https://www.pathwaywealth.ca/videos-1/v/4-reasons-for-the-rrsp-meltdown monthly 0.5 2025-01-19 https://www.pathwaywealth.ca/videos-1/v/6-things-you-should-know-about-gis monthly 0.5 2025-01-19