(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
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...
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...
Easy Exit: Business Succession in a Nutshell

Easy Exit: Business Succession in a Nutshell

by JR Financial Brokerage | Jul 5, 2021 | Blog, Business Owners

Getting into the world of business is a meticulous task, but so is getting out of it Whether you’ve just hit the ground running on your business or if you’ve been at it for a long time, there is no better time to plan your exit strategy than now. Although the...
10 Essential Decisions for Business Owners

10 Essential Decisions for Business Owners

by JR Financial Brokerage | May 31, 2020 | Blog, Business Owners, estate planning

10 Essential Decisions for Business OwnersBusiness owners can be busy… they’re busy running a successful business, wearing lots of hats and making a ton of decisions. We’ve put together a list of 10 essential decisions for every business owner to consider.10...

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

  • LinkedIn
© 2020 Financial Tech Tools