(519) 221- 0409 jen@jrfinancialbrokerage.ca
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2024 Year-End Tax Tips and Strategies for Business Owners

2024 Year-End Tax Tips and Strategies for Business Owners

by JR Financial Brokerage | Dec 5, 2024 | 2024, Blog, Business Owners, Financial Planning, tax

As a business owner, managing your finances well can make a big difference for your business’s future. Whether it’s choosing how to compensate yourself or making the most of opportunities like the small business deduction and lifetime capital gains exemption,...
2024 Personal Year End Tax Tips

2024 Personal Year End Tax Tips

by JR Financial Brokerage | Dec 3, 2024 | 2024, Blog, Financial Planning, individuals, tax

The end of 2024 is quickly approaching – which means it’s time to get your paperwork in order so you’re ready when it comes time to file your taxes!In this article, we’ve covered five different major types of 2024 personal tax tips:Investment...
Stay Ahead in 2024: A Comprehensive Checklist for Federal Tax Updates

Stay Ahead in 2024: A Comprehensive Checklist for Federal Tax Updates

by JR Financial Brokerage | Apr 22, 2024 | 2024, Blog, Business Owners, Family, financial advice, Financial Planning, individuals, investment, retirees, Retirement

With the upcoming 2024 Canadian tax rule changes, it’s important to review your financial strategies. We’ve identified the key changes that we expect to influence financial decisions for investors, business owners, incorporated professionals, retirees, and...
Tax tips to know before filing your 2023 income tax

Tax tips to know before filing your 2023 income tax

by JR Financial Brokerage | Apr 2, 2024 | 2024, Blog, corporate, Family, financial advice, Financial Planning, tax

This year’s tax deadline is April 30, 2024. It’s important to make sure you’re claiming all the credits and deductions you’re eligible for. We’ve separated this article into 2 sections: What’s new for 2023Individuals and FamiliesWhat’s New for 2023Advanced Canada...
Ontario’s 2024 Budget Highlights

Ontario’s 2024 Budget Highlights

by JR Financial Brokerage | Mar 27, 2024 | 2024, Blog, Ontario Only, tax

On March 26, 2024, the Ontario Minister of Finance announced the province’s 2024 budget. This article highlights the most important things you need to know about this budget, broken into 2 sections:Personal Tax ChangesBusiness Tax ChangesPersonal tax changesThere are...
TFSA vs RRSP – 2024

TFSA vs RRSP – 2024

by JR Financial Brokerage | Feb 1, 2024 | 2024, Blog, Business Owners, estate planning, Family, financial advice, Financial Planning, individuals, investment, personal finances, Professionals, Retirement, RRSP, Tax Free Savings Account

Tax-Free Savings Account vs Registered Retirement Savings PlanWhen looking to save money in a tax-efficient manner, Tax-Free Savings Accounts (TFSA) and Registered Retirement Savings Plans (RRSP) can offer significant tax benefits. To assist you in understanding the...
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Get in Touch

JR Financial Brokerage Inc.
Jennifer Rao, BA, AMP, LLQP
Financial Advisor and Mortgage Broker
T: (519) 221- 0409
E:jen@jrfinancialbrokerage.ca

7905 Hwy 7 E.
Guelph, ON
N1H 6H8

Latest News

  • 2026 Financial Calendar
  • 2025 Year-End Tax Tips and Strategies for Business Owners
  • 2025 Personal Year End Tax Tips
  • 2025 Federal Budget Highlights
  • Supporting Your Aging Parents Without Sacrificing Your Own Stability

About Us

Jennifer brings more than 20 years of experience to the field of financial and mortgage brokering. She works to protect her clients and their portfolios from the curve balls that life often throws us, enlisting the collective expertise of the best financial institutions.

Mortgages

Jennifer Rao, Mortgage Broker Level #2 M09002366 | Vine Group Mortgage Brokerage

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