(519) 221- 0409 jen@jrfinancialbrokerage.ca
  • LinkedIn
  • LinkedIn
JR Financial Brokerage Inc.
  • HOME
  • SERVICES
    • MORTGAGES
      • 10 Steps
      • Purchase
      • Purchase plus improvements
      • First Time Home Buyers
      • Private Lending
    • Refinancing/Debt Consolidation
      • Renewing at maturity
      • Refinance plus improvement
      • HELOC
    • Investment Property
      • Cottages & Vacation Homes
      • Construction Mortgages
      • Commercial Financing
    • INVESTMENT PLANNING
      • Real Estate Investing
      • TFSA
      • RESP
      • RDSP
      • RRSP
      • RRIF
    • INSURANCE PLANNING
      • MORTGAGE
      • LIFE INSURANCE
      • MORTGAGE INSURANCE
      • DISABILITY
      • CRITICAL ILLNESS
      • PERSONAL INSURANCE
      • CORPORATE INSURANCE
    • FINANCIAL PLANNING
      • MORTGAGE
      • FAMILIES
      • PROFESSIONALS
      • BUSINESS OWNERS
    • FAMILIES
      • MORTGAGE
      • STARTING CAREER
      • YOUNG FAMILIES
      • MATURE FAMILIES
      • PRE-RETIREMENT
      • RETIREES
      • ESTATE PLANNING
      • HEALTH BENEFITS
    • BUSINESS OWNERS
      • MORTGAGE
      • SUCCESSION
      • EXECUTIVES
      • GROUP HEALTH
      • HEALTH BENEFITS
      • INCORPORATED PROFESSIONALS
  • WHY JEN
    • ABOUT JEN
    • STRATEGIC PARTNERSHIPS
    • SUPPLIERS
    • PRIVACY & TERMS OF USE
  • EDUCATION
    • USEFUL LINKS
    • Payment Calculator
    • Affordability Calculator
  • RECENT ARTICLES
  • CONTACT
    • Newsletter Sign Up
  • BOOK A MEETING
Select Page
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...
Investing as a Business Owner 2023

Investing as a Business Owner 2023

by JR Financial Brokerage | Oct 3, 2023 | 2023, Blog, Business Owners, corporate, investment

Investing as a Business OwnerMany business owners have built up earnings in their corporation and are looking for tax efficient ways to pull the earnings out to achieve their personal and business financial goals such as: building and protecting your savingsproviding...
Retirement Planning for Business Owners – Checklist

Retirement Planning for Business Owners – Checklist

by JR Financial Brokerage | May 1, 2023 | Blog, Business Owners, corporate, health benefits, life insurance, long term care, pension plan, RRSP, Tax Free Savings Account

As a business owner, one of your challenges is learning how to balance between reinvesting into the business and setting money aside for personal savings. Since there are no longer employer-sponsored pension plans and the knowledge that retirement will come...
Insurance Planning for Business Owners

Insurance Planning for Business Owners

by JR Financial Brokerage | Mar 2, 2023 | Blog, Business Owners, Buy Sell, corporate, disability insurance, group benefits, health benefits, insurance, life insurance, travel insurance

For business owners, making sure your business is financially protected can be overwhelming. Business owners face a unique set of challenges when it comes to managing risk. Insurance can play an important role when it comes to reducing the financial impact on your...
Five Ways To Withdraw Money From Your Business In A Tax-Efficient Manner

Five Ways To Withdraw Money From Your Business In A Tax-Efficient Manner

by JR Financial Brokerage | Aug 1, 2022 | Blog, Business Owners, corporate, tax

Five Ways To Withdraw Money From Your Business In A Tax-Efficient MannerYou have worked long and hard to build up your business, and now you are ready to withdraw money from your business’ bank account. But you don’t want to get hit with a huge tax bill....
Retirement Planning for Business Owners – Checklist

Retirement Planning for Business Owners – Checklist

by JR Financial Brokerage | Mar 1, 2022 | Blog, Business Owners, corporate, health benefits, life insurance, long term care, pension plan, RRSP, Tax Free Savings Account

As a business owner, one of your challenges is learning how to balance between reinvesting into the business and setting money aside for personal savings. Since there are no longer employer-sponsored pension plans and the knowledge that retirement will come...
« Older Entries

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

  • What Is Life Insurance and How Does It Work?
  • Tax Lines to Look Out For on Your 2025 Canadian Tax Return
  • Ontario Budget 2026
  • 2026 Canada Money Facts
  • Organizing Your Final Decade for Retirement

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

  • LinkedIn
© 2020 Financial Tech Tools