About Us

Hi, we're Marc and Chris, the founders of Broadreach Strategic Planning. We are excited that we will be able to meet you and help you with your financial planning and wealth management needs. Before that though, we'd like to introduce you to ourselves.
Meet Us

Chris George, Certified Financial Planner

Chris is passionate about helping his professional clients grow and protect their savings, and believes one of the best ways of doing so is to prevent tax loss. From starting out in wealth management in 2008, Chris found his interests and skills to be in the strategic use of insurance and financial planning, and began to solve his clients’ tax problems they were currently facing and what they were anticipated to be in the future. Developing strategies and educating his clients by making complex strategies simple turned his clients into his advocates.

Chris is passionate about constantly learning and improving his knowledge and skillset to better advise his clients. Chris is a Certified Financial Planner (CFP) and a Chartered Life Underwriter (CLU), a Certified Health Insurance Specialist (CHS), and a Registered Trust and Estate Practitioner (TEP). As a special note, Chris earned the highest marks in Canada in 2011 on the national CFP exam, and was awarded First Place on FP Canada’s President’s List.

In addition to having the highest designations, Chris regularly attends and hosts industry conferences as a Top of the Table member of MDRT, an Active Member of CALU, STEP, and Advocis.

Chris is also heavily involved with giving back to the financial services, and is the current President of the Fraser Valley Estate Planning Council, serves on the Advocis Standards and Accreditation Committee, is a Trustee on the Board of Directors for The Institute of Advanced Financial Planning, is the BC Area Chair for the MDRT Leadership Committee and the MDRT Advanced Planning Task Force for North America.

While Chris loves his work and his clients, Chris’ biggest joy in life is his wife and children, and has built his practice to work around his family. Chris and his family are constantly traveling the world to explore new places and see different ways of life, playing sports together, and being active in each others’ lives.


Certified Financial Planner (CFP)

Certified Life Underwriter (CLU)

Certified Health Specialist (CHS)

Trust and Estate Practitioner (TEP)

FP Canada‘s President’s List

Marc Schouten, Certified Financial Planner
B.Comm, CFP, CHS

Marc is a founding partner of Broadreach Strategic Planning Inc. and a Certified Financial Planner who firmly believes in the value of collaborative financial planning with his professional clients. It is through this comprehensive process that he learns to understand the whole person, their goals, dreams and their concerns as well as coming to a clear understanding of their corporate financial structure. This background knowledge is reflected in comprehensive financial plans which marry advanced strategic planning with the needs of each client, their family, their businesses and their aspirations.

Marc has a Bachelor of Commerce degree from the University of British Columbia (Sauder School of Business) and is a Certified Financial Planner. He is a member of the Financial Planning Standards Council and of Advocis as well as a member of the Fraser Valley Estate Planning Council and a member of the Million Dollar Roundtable, an international organization that represents the top 1% of global financial professionals. He is also a committed entrepreneur and is the Managing Director of P.T. Biosolutions Indonesia, his family owned water treatment business in Jakarta. This company provides environmentally sustainable water treatment systems in a country where there is vital need for these services.

A key motivator for Marc is charity. He is a team captain of Team Better Outcomes in the Tour de Cure in support of the in support of Research and Treatment of Oral Cancer and now rides in memory of his father Rudy Schouten. In 2021 the team raised more than $130,000 with a team of 15 riders all dressed in their signature Batman-themed riding gear. Marc, through his Indonesian company, provides support for communities facing challenges through direct charity as well as providing point-of-use water filtration for people and groups who could not otherwise afford it. Other notable charities he supports and advocates for are Seva Canada which, since 1982, has restored sight to more than 5 million people in developing counties, Operation Smile Canada which fixes cleft palates in children since 1982 and Stella’s Voice which protects children who leave orphanages in Eastern Europe from becoming victims of human traffickers. Safe housing, education and life skills are provided for this group of high-risk children. If you ever find yourself short of ideas on amazing charities to support actively or as part of your greater philanthropic estate goals, Marc is an excellent resource for suggestions.

Marc is passionate about being a dad, his family, travelling, is an enthusiastic cook, loves to ride classic motorcycles especially his 1964 BMW R50/2 and 1994 BMW R100GS (the Bumblebee), play tennis, ride his road bike, snowboard and being an active member of his community.

* https://tourdecure.ca/fundraiser/BatMarc
* https://stellasvoice.ca/
* https://operationsmile.ca/
* https://www.seva.ca/


Certified Financial Planner (CFP)

UBC Sauder School of Business