by JR Financial Brokerage | Sep 3, 2025 | Blog, investment, pension plan, retirees, Retirement
When you leave an employer, one of the biggest financial decisions you may face is what to do with your pension. For many employees and executives, the pension represents years of savings and future income security. But when offered the option to take the value of the...
by JR Financial Brokerage | Aug 4, 2025 | Blog, group benefits
Helping Employees Get the Most Out of Their Health Benefits You can provide the most generous benefits package in the world, but if employees don’t understand how to use it, it won’t have the impact you hoped for. Across Canada, many employees leave valuable health...
by JR Financial Brokerage | Jul 4, 2025 | 2025, Blog, investment, pension plan, retirees, Retirement
OAS Clawback 2025If you’ve worked hard to build your retirement income, the last thing you want is to see your government benefits clawed back. Yet for many Canadians, the Old Age Security (OAS) recovery tax—commonly called the OAS clawback—can quietly reduce this...
by JR Financial Brokerage | Jun 2, 2025 | Blog, life insurance
Personal Life Insurance Planning When thinking about life insurance, one of the most important steps is figuring out how much coverage you need. Everyone’s situation is unique, but a helpful starting point is understanding your coverage options and thinking about the...
by JR Financial Brokerage | May 20, 2025 | 2025, Blog, Budget, Ontario Only
Ontario Budget 2025 Ontario’s 2025 Budget focuses on holding tax rates steady while introducing targeted cost-of-living relief, business supports, and retirement security measures. Recognizing the economic strain caused by ongoing U.S. tariffs on key Ontario...
