JR Financial Brokerage Inc.
If my clients can dream it, I can help them achieve it.
If you can dream it, I can help you achieve it.
FINANCIAL PLANNING
Helping achieve your financial goals through financial planning
REAL ESTATE INVESTING
Real estate can form a significant part of your financial portfolio.
INVESTMENT PLANNING
Strategies to help you achieve your financial dreams.
BUSINESS OWNERS
Strategies to help increase your personal cash flow, keep key employees and protect your business.
INSURANCE PLANNING
Protecting what matters most.
FAMILIES
We provide strategies to help families to accumulate and protect your wealth.
May 01, 2024
Discover the secrets to retaining your organization's most valuable employees and gaining a competitive edge in today's dynamic job market. Learn how group benefits play a crucial role in fostering a knowledgeable and engaged workforce. From comprehensive health coverage to career development opportunities, this article unveils the keys to a sustainable future. Don't miss out on the chance to build a stronger, more prosperous tomorrow for your company. Read on and unlock the potential of group benefits!
Apr 22, 2024
Explore the upcoming 2024 Canadian tax changes affecting investors, business owners, and high-net-worth individuals. From capital gains adjustments to new incentives, stay informed with our comprehensive checklist.
Apr 18, 2024
On April 16, 2024, Canada's Deputy Prime Minister and Finance Minister, Chrystia Freeland, presented the federal budget. While there are no changes to federal personal or corporate tax rates, the budget introduces: • An increase in the portion of capital gains subject to tax, rising from 50% to 66.67%, starting June 25, 2024. However, individual gains up to $250,000 annually will retain the 50% rate. • The lifetime exemption limit for capital gains has been raised to $1.25 million. Additionally, a new one-third inclusion rate is set for up to $2 million in capital gains for entrepreneurs. • The budget confirms the alternative minimum tax changes planned for January 1, 2024 but lessens their impact on charitable contributions. • This year's budget emphasizes making housing more affordable. It provides incentives for building rental properties specifically designed for long-term tenants. • Introduces new support measures to aid people buying their first homes. • Costs for specific patents and tech equipment and software can now be written off immediately. • Canada carbon rebate for small business
Apr 02, 2024
Unlock the secrets to maximizing your 2023 tax returns with our essential guide. From the new Advanced Canada Workers Benefit to crucial deductions for families, ensure you're not leaving money on the table this tax season.
Daisy Dinkle2023-12-15JR financial brokerage is very efficient and knowledgeable about any of your investments and finding the best alternatives to all your mortgage questions and finding you the best rates. Jennifer always gets back to you with any questions you have in a very timely matter.Deanna Turton2023-12-12Jen is approachable, experienced, well informed, and provides sound advice.Darryl Metzloff2023-11-14Have done business with Jen for many years. Very knowledgeable!!James Allen2023-11-10Friendly, timely service.melissa goy2023-10-18Jen is Informative, responsive and made things easy to understand.Michelle Robichaud2023-09-20Jennifer was fantastic to deal with, so approachable and helpful, and went above and beyond to make sure I was receiving the services and benefits that I should be.Robbin Lindsay2023-08-15Jen is a consummate professional who provides quality, friendly financial advice. We very much enjoy working with Jen.Brenda Wilson2023-07-15We contacted Jen to get some information to start the process of finding a lender for a potential property purchase. She responded right away and provided the needed details to get things going. Thanks for the great customer service!
