Broadreach Strategic Planning
Smile Brighter With Broadreach: Expert Financial Planners For Dentists

Welcome to Broadreach Strategic Planning! Consider us the dentists for your finances. With over 25 years of combined experience, we've been fine-tuning financial health for dentists, just like you ensure your patients' oral health.

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We're Here To Help You Achieve Long-Term Financial Security

At Broadreach, we understand your dedication as a dentist, which leaves little room to manage your financial health. That's where we come in - your devoted financial partners. Much like your routine dental check-ups for patients, we recommend regular financial "cleanings" to keep your financial wellbeing in peak condition.

Our job is to diagnose and fill financial gaps, facilitating a smooth journey from dental school to a comfortable retirement. This ongoing financial maintenance allows you to concentrate on crafting beautiful smiles while we ensure you can live the lifestyle you desire.

With our expert financial planning, you can focus on your practice, secure in the knowledge that your financial health is taken care of, allowing you to retire with the comfort and assurance you deserve.

Cash Flow Management

Debt Management

Tax Planning

Risk Management & Insurance

Retirement Planning

Estate Planning

Meet Your New Financial Planners

Our seasoned financial planners, Chris George and Marc Schouten, are dedicated to simplifying complex strategies, just like a good dentist can explain a complicated procedure in layman's terms. They take the time to listen to your stories and aspirations, personalizing financial plans to suit your individual needs.

With Broadreach, you can be confident that your financial health is in capable, expert hands. Let us help you ensure that your finances stay as healthy as the smiles you create.

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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?

How We Help Dentists

Drawing on 25 years of combined experience in advising dentists, Broadreach delivers a comprehensive suite of services encompassing student loan counsel, cash flow control, guidance for practice incorporation, and effective retirement planning.

All so we can help you achieve your financial goals, so you can live the type of lifestyle that inspired you to become a dentist in the first place. enabling you to enjoy the lifestyle that sparked your journey into dentistry from the very beginning.

At Your Side: Financial Guidance for Every Step of Your Dental Career

Phase 1

Launching Your Dental Career: Financial Guide

As a newly graduated dentist, you face a unique set of financial challenges and opportunities. We can help you minimize student loan debt, navigate health insurance choices, and establish an initial investment plan, including a basic RRSP. We also guide you through major decisions such as home and car purchases, and provide oversight for tax return preparation and strategic tax planning. Additionally, we'll start the financial planning process for your future dental practice and aid in cash flow budgeting.

Phase 2

Achieving Financial Stability: Mid-Career Dentists

As an established dentist your financial focus may shift towards the strategic use of your money. We provide assistance with decisions about purchasing personal or commercial properties and preparing for a clinic purchase. We also offer support in adjusting your life and disability insurance as your net worth and lifestyle evolve. Additionally, we can help transition your investments from retail investing to structures preferred in the high net worth market using discretionary management to invest in stocks and bonds directly in a more cost effective manner than found in retail offerings.

Phase 3

New Practice Ownership: Managing Your Finances

Entering into practice ownership, by yourself or with partners, brings new financial complexities. We assist you in managing cash flows, risk management, Partnership Agreements, and we continue overseeing your tax planning in conjunction with your accounting firm. Our team can help you evaluate the potential use of corporations and family trusts for legal and tax protection with our in house Trust and Estates Practitioner (TEP) as well as plan for continuity between generations.

Phase 4

Retirement Readiness: Selling Your Practice

In retirement, the focus is on optimizing your finances for the long term and philanthropy. We assist with annual cash flow reviews, tax minimization strategies, and the conversion of your RRSP to a RRIF. We can also help you navigate the complexities of downsizing your real estate holdings, updating your Wills, and making financial provisions for your children and grandchildren and charities that are important to you. Additionally we provide support for healthcare planning, including out-of-country travel, and can guide you in making decisions about when and how to plan for government benefits and reduce estate taxation.

Phase 5

Navigating Finances in Dentist Retirement

In retirement, the focus is on optimizing your finances for the long term. We assist with annual cash flow reviews, tax minimization strategies, and the conversion of your RRSP to a RRIF. We can also help you navigate the complexities of downsizing your real estate holdings, updating your Wills, and making financial provisions for your grandchildren. Additionally, we provide support for healthcare planning, including out-of-country travel, and can guide you in making decisions about when to receive your CPP pension.

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Broadreach In A Client Meeting
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Book A Meeting And Let's Get Started

Understanding each client's unique needs is at the heart of Broadreach's approach. We take time to grasp your financial objectives, developing tailored strategies to help you reach those goals. We're more than just a firm - we're your companion in the journey towards financial prosperity. With 25 years of combined experience serving dentists, we're equipped to guide you at every stage of your career.
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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.

Financial planning is the process of creating a roadmap for how you manage your money, including investments, taxes, and retirement savings, to reach your financial goals. It involves assessing your current financial situation, setting financial objectives, and devising strategies to achieve them.

For dentists, financial planning carries a unique set of considerations. Factors such as student loan debt, practice ownership decisions, and industry-specific tax planning needs make their financial planning significantly different from other professions

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

Eager to streamline your financial health as a dentist? Don't hesitate to reach out via email or arrange a personal consultation through our accessible online booking system. We're ready and excited to help pave your path towards financial wellness and the lifestyle you aspire to in your dental profession.
Our Address
Address
5455 152 St #213, Surrey, BC V3S 5A5, Canada

Online Booking Options

Initial Consultation

Meet one of our Certified Financial Planning professionals and let us know how we can help you.