(519) 221- 0409 jen@jrfinancialbrokerage.ca
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Understanding Registered Education Savings Plans (RESPs) in Canada

Understanding Registered Education Savings Plans (RESPs) in Canada

by JR Financial Brokerage | Sep 1, 2023 | 2023, Blog, Family, financial advice, Financial Planning, Registered Education Savings Plan

What is an RESP? A Registered Education Savings Plan (RESP) is a unique savings account available in Canada, designed to assist individuals, such as parents or guardians, in saving for a child’s post-secondary education. Notably, anyone can open an RESP for a...
2021 Financial Calendar

2021 Financial Calendar

by JR Financial Brokerage | Jan 4, 2021 | 2021, Blog, personal finances, RDSP, Registered Education Savings Plan, Retirement, RRSP, tax, Tax Free Savings Account

We’ve put together a financial calendar for 2021. It contains all the dates you need to know to make the most of your government benefits and investment options. Whether you want to bookmark this or print it out and post it somewhere prominent, you’ll have everything...

Personal Tax Planning Tips – End of 2020 Tax Year

by JR Financial Brokerage | Dec 2, 2020 | 2020 Only, Blog, Charitable Gifting, Coronavirus, Coronavirus - Associates, Coronavirus - Practice Owners, Coronavirus - Retired, Coronavirus - Retiring, Coronavirus - Students, disability, disability insurance, Family, financial advice, Financial Planning, health benefits, pension plan, RDSP, Registered Education Savings Plan, RRSP, tax, Tax Free Savings Account

Now that we are reaching the end of the tax year, it’s an excellent time to review your finances. We’ve listed below some of the critical areas to consider and provide you with useful guidelines. We have divided our tax planning tips into five sections:...
Personal Tax Planning Tips – End of 2020 Tax Year

Personal Tax Planning Tips – End of 2020 Tax Year

by JR Financial Brokerage | Dec 2, 2020 | 2020 Only, Blog, Charitable Gifting, Coronavirus, Coronavirus - Associates, Coronavirus - Practice Owners, Coronavirus - Retired, Coronavirus - Retiring, Coronavirus - Students, disability, disability insurance, Family, financial advice, Financial Planning, health benefits, pension plan, RDSP, Registered Education Savings Plan, RRSP, tax, Tax Free Savings Account

Now that we are reaching the end of the tax year, it’s an excellent time to review your finances. We’ve listed below some of the critical areas to consider and provide you with useful guidelines. We have divided our tax planning tips into five sections:...

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 Canada Money Facts
  • Organizing Your Final Decade for Retirement
  • 2026 Financial Calendar
  • 2025 Year-End Tax Tips and Strategies for Business Owners
  • 2025 Personal Year End Tax Tips

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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