Broadreach Strategic Planning Inc. is an independent financial planning company based in Bedford, Nova Scotia. The firm specializes in creating customized and holistic financial plans for individuals, families, and business owners. Their core mission is to help clients achieve their financial goals through a comprehensive approach that includes retirement planning, investment planning, insurance solutions, and estate planning. They operate as representatives of HollisWealth, a division of Industrial Alliance Securities Inc., to provide their investment and advisory services.

Founded in

Canada