Advanced Financial Planning Strategies Made Simple
At Broadreach, we offer Canadians a higher level of financial expertise by providing sophisticated investment advice and comprehensive financial planning. With our unique approach and over 25 years of combined of experience, we help clients achieve their financial goals and feel confident in their investments. Our success is measured by our client's satisfaction with our service, so everything we do is dedicated to building long-term relationships based on trust, transparency, and advice personalized to your needs. Your privacy and security are key to us, so we have established strict policies and guidelines to ensure your information stays confidential at all times. Here at Broadreach, we are a duo of experienced financial planners who work solely toward helping our clients reach their goals.
Dentists
As a dentist, you have your hands full taking care of your patients, so rather than stress about financial planning - leave it to us. Our service will leave you free to focus on your client's oral health, while we help you with your financial health.
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Physicians
Physicians work long hours and are often a great deal of stress, leaving little time to worry about your financial future. That's why here at Broachreach, we have built ourselves into your all-in-one source for insurance, financial and tax planning, and retirement.
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Business Owners
Broadreach can assist with financial planning, tax strategy, insurance, partnership agreement, cash flow, and other important details that may be overlooked when setting up a business, enabling you to remain organized and concentrate on business growth.
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Chris George, Certified Financial Planner
Chris George is a seasoned financial planner who is dedicated to helping his clients protect and grow their savings. With over a decade of experience in wealth management, Chris has developed a keen understanding of how to use insurance and financial planning to help his clients prevent tax loss. He is passionate about making complex strategies simple and easy to understand, which has helped him build a loyal following of advocates.
One of Chris's greatest strengths is his ability to connect with people. He takes the time to listen to his clients' stories and learn about what's most important to them. He enjoys getting to know his clients on a personal level, and he believes that this personal touch is what sets him apart from other financial planners.
CFP, CLU, CHS, TEP
Chris George's passion for meeting people and helping them with their financial planning is driven by his genuine care and concern for his clients.Marc Schouten, Financial Planner
Marc is a Certified Financial Planner and founding partner of Broadreach Strategic Planning Inc. who strongly believes in the value of collaborative financial planning. He understands that his clients' financial concerns can be a significant source of stress, and he aims to take that stress away by providing comprehensive financial plans tailored to their goals, aspirations, and concerns. He is passionate about understanding all of his client's life, goals, and concerns so that he can better build a financial plan that marries advanced strategic planning with his client's needs. Marc is an active supporter of various charities and a passionate father who enjoys traveling, cooking, riding classic motorcycles, and being an active member of his community.
B.Comm, CFP, CHS
Marc believes in supporting his community, as well as charitable causes. He believes his success, should also be his community's success.Broadreach Strategic Planning
Let's build a financial plan that keeps all your goals, dreams, and concerns front and center! The more we know about you and your family, the better prepared we are to serve your financial planning and wealth management needs. How can we help you today?
Our Services
We offer a range of valuable services, including student loans, cash flow management, incorporation, wealth building, and tax-efficient retirement planning, which are designed to help our clients achieve their financial goals and maximize their success. By hiring us, you can benefit from our expertise and experience in these areas, as well as our commitment to providing personalized and comprehensive financial planning services tailored to your unique needs and circumstances.
How We Help Dentists
We provide a range of financial planning services for dentists to help them to maintain a great lifestyle while being tax-efficient and well-protected. Our services include student loans, cash flow management, incorporation, wealth building, and tax-efficient retirement planning, tailored to the unique needs of each dentist. Our ultimate goal is to make sure that our clients can have to have a clear understanding of their financial plan by building it collaboratively and regularly updating the plan as goals are achieved and new goals are made.
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How We Help Phyisicans
As physicians work long hours and often have to put in overtime, we understand
the importance of taking away the stress of managing their finances and giving
them more time back to focus on what really matters to them. From tax-
efficient retirement planning to cash flow management, we aim to provide a
comprehensive financial plan that will allow physicians to enjoy a comfortable,
tax-efficient lifestyle from residency to retirement. We are here to help you
take control of your finances and provide you with more time to focus on what
matters most - your family and your patients.
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How We Help Business Owners
Starting a business is a significant undertaking, and we're here to help guide you on your journey. As your business grows and evolves, we'll be there to help manage your finances and ensure you and your family are well-protected and structured for efficiency in the short, medium, and long-term. We specialize in working with business owners who by virtue of their success have built great companies but have also created tax liabilities. Our job is to mitigate those liabilities.
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We Can Even Help With Insurance
As independent brokers with access to over 15 major insurance providers, we provide our clients with objective and tailored insurance options that best suit their needs. This approach enables us to recommend products that are in our clients' best interest, free from any constraints to a single insurer. We also provide transparent and detailed insurance recommendations in advance, giving you a clear understanding of how it benefits you before you apply.
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Are You Ready To Start Building Wealth?
At our firm, we believe that understanding each client's unique financial needs is crucial in providing the best possible service. We take the time to get to know our clients and their financial goals so that we can develop customized financial plans that are tailored to their specific needs and help them achieve their financial objectives.
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(778) 726-BRSP
FAQ - We Answer Your Most Common Questions
We understand that you may have a lot of questions about financial planning and wealth management, and we are here to answer them for you.
We operate on a fee-for-service basis, where the cost of preparing a financial plan is determined by the time required. However, in most cases, this fee can be offset by the income generated from insurance or investments. We strive to establish professional relationships with our clients and therefore, the majority of them do not pay for our financial planning services. We begin by conducting exploratory meetings and collecting relevant data to gain a comprehensive understanding of our clients' unique financial needs. Only then do we provide a no-obligation quote for developing a tailored financial plan.
Great question! At Broadreach, we take your financial and data security very seriously. We employ next-generation endpoint security protocols and carry out regular security audits to ensure that all our protective measures are always up-to-date. In terms of safeguarding your financial assets, think of it as our full-disk encryption for your retirement plan; we lock down your data so that proprietary information stays confidential. We employ multi-factor authentication, follow best practices for password management, and use geo-redundant encryption to offer a comprehensive security shield. Your trust is essential to us, and we work diligently to protect it on all fronts.
Contact Us
We are here to assist you in planning and managing your finances. For prompt assistance, please send us an email or schedule a meeting through our online booking system. We are excited to meet you and look forward to helping you.Our Address