Broadreach Strategic Planning Expert Financial Planners For Physicians
With over 25 years of combined experience, we've been assisting physicians lower their taxes, optimise their earnings, and reach their financial goals for retirement.
We're Here To Help You Achieve Long-Term Financial Security
At Broadreach, we understand your dedication to your practice, which at times prevents you from managing your personal finances. That's where we come in as your devoted financial planning partner! Much like your regular team meetings and reviews to set your business goals, we recommend regular financial planning to keep your financial wellbeing in peak condition.
Our job is to support you and help you grow your wealth with strong financial planning and confidence. Through ongoing financial planning we can help you achieve your ambitious goals for the short and long term.
With our expert financial planning, you can focus on building your medical 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. They take the time to listen to your stories and aspirations, personalising 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 on track.
Broadreach Strategic Planning
Let's build a financial plan that keeps all your goals, dreams, and concerns front and centre! The more we know about you, your lifestyle, 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 Physicians
Drawing on 25 years of combined experience in advising physicians, Broadreach delivers a comprehensive suite of services encompassing student cash flow control, guidance for incorporation, and effective retirement planning.
We are here to help you achieve your financial goals, so you can live the type of lifestyle that inspired you to become a physician in the first place.
At Your Side: Financial Guidance for Every Step of Your Career
Phase 1
Launching Your Career: Financial Guide
As a business owner, you face a unique set of financial challenges and opportunities. We can help you minimise student loan debt, navigate health insurance choices, and establish an initial investment plan. We also guide you through major decisions such as timing and maximising the benefits of your corporation, home and car purchases, and provide oversight for tax return preparation and strategic tax planning.
Phase 2
Achieving Financial Stability: Mid-Career Physicians
As an established business owner 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 major life purchases. 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
Being a Physician: Managing Your Finances
Phase 4
Retirement Readiness: Selling Your Practice
In retirement, the focus is on optimising your finances for the long term and philanthropy. We assist with annual cash flow reviews, tax minimization strategies. 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 Retirement
In retirement, the focus is to continue to optimise your wealth for the long term. We continue to assist with annual cash flow reviews, tax minimization strategies, and the conversion of your RRSP to a RRIF as needed. 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.
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 business owners, we're equipped to guide you at every stage of your career.
FAQ - We Answer Your Most Common Questions
Contact Us
Eager to streamline your financial planning? 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 profession.Online Booking Options
Initial Consultation
Meet one of our Certified Financial Planning professionals and let us know how we can help you.