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Trusted Financial Advisors Since 2008

Your Finances,
Expertly Guided.
Always.

From tax planning and bookkeeping to insurance and financial strategy — Broadmoor delivers clarity, confidence, and results for individuals and businesses across Canada.

Accounting
Tax Planning
Insurance
Mortgages
Investments
Broadmoor team advising clients
4.9 / 5.0
Based on 340+ reviews
1,800+
Clients across Canada
🇨🇦
1,800+
Clients Across Canada
🏆
15+
Years of Excellence
🤝
98%
Client Retention Rate
4.9/5
Average Rating
Trusted By

Our Partners

We work with Canada's most respected financial institutions to bring you the very best solutions.

Serenia Life Financial
Humania Assurance
Manulife
Desjardins
Travelance
Medavie Blue Cross
Experior Financial Group
beneva
Destination Travel Group
FaithLife Financial
iA Financial Group
Foresters Financial
What We Offer

Comprehensive Financial Services
Under One Roof

From tax planning to mortgage advice — trusted expertise across every dimension of your financial life.

Choose a category
🛡️
Life Insurance Calculator
Estimate your recommended coverage amount
Financial Obligations
$
$
$
$
$

Income Replacement
$
yrs

Existing Assets
$
$
$
Your Coverage Estimate
Recommended Coverage

Estimate based on the DIME+ method. Consult a licensed advisor for personalised recommendations.

🏠
Mortgage Calculator
Declining balance · standard amortisation
Loan Details
$
%
20%
yrs
e.g. 10, 15, 20, 30
%
Annual rate (p.a.)
Repayment Summary
Monthly Payment
$
Total Mortgage Cost
Principal + all interest
Total Interest Paid
Principal vs Interest Split
Principal
Interest

Based on standard declining balance (amortisation) formula. Figures are estimates only.

The Problem

Why Most Canadians
Leave Money Behind

Fragmented advisors. Missed deadlines. Generic plans. There's a better way to manage your entire financial picture.

The Old Way

Scattered.
Reactive.
Costly.

  • Multiple advisors, multiple invoices — no one sees the full financial picture
  • CRA correspondence left unanswered, leading to penalties and stress
  • Cookie-cutter tax strategies that leave money on the table every year
  • Insurance gaps discovered only when you need it most — too late
  • Retirement planning treated as an afterthought instead of a priority
The Broadmoor Way

Unified.
Proactive.
Built for You.

  • One team covering accounting, tax, insurance, investments, and mortgages
  • Proactive CRA correspondence management and strategic tax planning
  • Custom strategies that minimize tax liability and maximize your wealth
  • Comprehensive insurance review ensuring you're protected at every stage
  • Integrated retirement and wealth planning from day one of our relationship

Ready to switch to the smarter way?
Join hundreds of Canadians who trust Broadmoor with their full financial picture.

Client Testimonials

Trusted by businesses
across Canada

Over 500 clients have relied on Broadmoor for clarity, confidence, and peace of mind with their finances.

4.9
★★★★★
Average Rating
500+ Clients
Google Verified
★★★★★
Tax Planning

Switched to Broadmoor three years ago and haven't looked back. They identified deductions my previous accountant had missed for years — the savings alone paid for their fees several times over.

SR
Sonia Reyes
Self-employed Consultant · Vancouver, BC
Verified
★★★★★
Bookkeeping

The monthly bookkeeping reports are clear, timely, and genuinely useful for decision-making. I finally feel in control of my numbers. The team is always responsive and never makes me feel like a bother.

JK
James Kowalski
Owner, Kowalski Hardware · Ottawa, ON
Verified
★★★★★
Corporate

We engaged Broadmoor for a complex corporate restructure. Their advice was precise and strategic. They translated complicated tax implications into plain language and guided us every step of the way.

PL
Priya Lal
CFO, Lal Group Holdings · Toronto, ON
Verified
★★★★★
Personal Tax

As a freelancer with multiple income streams, my return used to be a nightmare. Broadmoor made it painless. They're proactive about reminding me what I need to gather, and the turnaround is fast every year.

AM
Alexia Moreau
Freelance Designer · Calgary, AB
Verified
Get In Touch

We're Here
to Help You

Reach out and a Broadmoor advisor will be in touch within one business day.

Call Us +1 888 286 7860
Visit Us 12 Blackfoot Road Unit #6
Sherwood Park, AB T8A 4P4
🕐
Office Hours Mon–Fri: 8:30 AM – 6:00 PM
Sat: 10:00 AM – 3:00 PM
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