Pathwise Financial
Pathwise Financial (Pathwise) is the approved business name for the mutual fund business founded by Richard Steyn. The name and logo communicate the responsibility that we have to our clients and that we strongly believe in – to assist them along their path to financial security with wisdom.
At Pathwise Financial we also take a disciplined team approach to managing your money and recognize that each client has unique goals and attitudes towards risk. Your investment advisor will assess your unique needs and develop a tailored strategy incorporating investment advice, retirement planning, estate planning and philanthropic goals.
With a strong emphasis on superior client experience and building long-lasting relationships, our goal is to provide all our clients with managed growth and peace of mind along their path to financial security.
Investia
Investia Financial Service Inc. is a wholly owned subsidiary of Industrial Alliance & Financial Services one of Canada’s largest mutual fund dealerships, administering over $17 billion in assets and supporting more than 700 financial advisors across Canada. In addition to the financial and operational resources Investia provides to all its advisors, investors can be assured that their investments are efficiently managed and monitored. All trading and reporting that Pathwise conducts on behalf of it’s clients is screened by Investia to ensure it is 100% compliant. Refer towww.investia.ca.
Pathwise Clientele
We have an eclectic group, ranging from students to seniors, professionals to wage earners, high net worth to start-up savers, and everyone in between. All are equally important to us and that is why each and every client is given the same level of service. Irrespective of their status or the size of their portfolios, an investor who entrusts their money to Pathwise expects professional management, and we strive to meet or exceed those expectations at all times.
OUR TEAM
FOUNDER – RICHARD STEYN :
Richard Steyn immigrated to Canada with his family in 1992. He was born and educated in South Africa, qualifying and practising as an attorney for several years before leaving the profession to become part of an executive team of a stock exchange listed company specialising in mergers and acquisitions. He became a partner in a life insurance MGA in 1994, became a licensed insurance broker and started to build a practice, initially using segregated funds through the insurance channel. By 1999, Richard had qualified as a mutual fund advisor and has been with FundEX Investments Inc. (FundEX), now Investia Financial Services Inc., since July 2018.
Aubrey Cimring joins us as an Investment Funds Advisor effective September 2019.
Aubrey Qualified as a Chartered Accountant in South Africa in 1995. After a short stint as a stock exchange equity analyst he joined Discovery Holdings, a stock exchange listed Life and Health Insurer, as their Head of Finance and member of the Executive Committee. During his period Discovery grew to become the largest Health Insurer and the fastest growing Life insurer in South Africa.
Aubrey worked at Discovery Holdings for 6 years before joining Massmart Holdings, the largest stock exchange listed general merchandise retailer in South Africa. While at Massmart Aubrey transferred from Finance to general management and spent his last years of the 6 at Massmart as the Managing Director of Builders Warehouse, the largest Home Improvement retailer in South Africa. Aubrey was also a member of the Massmart Group Executive Committee. During this period of 15 years Aubrey also continuously served as the Chairman of a number of very large Group Pension and Insurance Plans.
Aubrey became a partner in a life insurance and investment MGA in the GTA in 2008. He is a licensed insurance broker and qualified mutual funds advisor. Aubrey shares with Richard a passion for continuous education and excellent customer service.
WENDY WALKER :
Wendy has been with Pathwise for more than 10 years. She is a licensed assistant to Richard, but her primary focus is on the management side of the business. In this role, she is an indispensable part of the Pathwise team, and her support allows other team members more time to focus on research and portfolio management.
