Testimonials and Reviews
“Having a retirement plan done for my wife and myself was a great decision as it reassured us about our ability to retire from work. Choosing Chad and Katie at Pathway Wealth as the firm to work with was a great decision, as the level of service provided was both personal and professional. We have now set our retirement date!
We are happy with our plan. My wife and myself are inclined to continue our relationship with Pathway Wealth and have them manage our investments in retirement.
Many Thanks to Chad and Katie.”
— Tim
“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 to complete a Financial Retirement Plan, which showed me that I had saved enough money for retirement. Now the decision was mine to make … do I continue to work for an employer’s paycheque … or do I pay myself each month and get my “time” back. Six months after meeting Chad, I was retired from work.
Chad has worked with me anytime I have a question, and we continue to meet quarterly to discuss the plan, my retirement accounts and any advice he can provide. My favourite part of the meetings is when we talk about our families. Chad isn’t only a professional service provider; he is genuinely interested in his clients - who we are, our goals and interests.
Thank you for your services and in helping me see that retirement was a possibility - and I am so happy that I jumped on board.”
— Kriss
“For anyone looking for help in developing a detailed retirement plan, Chad is your guy. I was so impressed with his knowledge and attention to detail. He really gets to know you and what you want out of retirement and then helps develop a plan that is right for YOU. I knew with in 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. I highly recommend using his services.”
— Glen“Pathway Wealth is a highly professional advisory firm. The portfolio yield has been rising steadily to this point. We attribute this to more than market lift. It has much to do with the 4 to 6 times yearly meetings we have with Chad, his knowledge of the market, and our complex portfolio needs is greatly valued.
Katie -his able assistant knows us and is easily reachable at a moments notice. She is professional and affable.
In summary, Pathway and the staff are true Trusted Advisors, we highly recommend them.”
— Ray