Jae Rea is a CERTIFIED FINANCIAL PLANNER® professional with a Bachelor’s degree in Economics and Business from the University of Victoria and holds the Registered Retirement Consultant (RRC) designation. As a next-generation advisor, Jae specializes in business succession planning, intergenerational wealth transfer, and advanced insurance strategies for high-net-worth families. She is passionate about helping family’s structure meaningful philanthropy that reduces taxes while creating lasting legacies.

 

With more than a decade of experience, Jae brings a thoughtful and strategic approach to financial planning, blending technical expertise with long-term vision. Her work focuses on protecting wealth, navigating complexity, and supporting smooth transitions across generations while remaining attentive to both financial outcomes and family dynamics.

 

Jae began her career in financial planning in 2014, building her own practice before joining her mother, Angela Rea, in 2018. Together, they offer more than 40 years of combined experience and a forward-thinking approach focused on continuity, asset protection, and the long-term preservation of family wealth.

 

Clients value Jae’s ability to simplify complex financial matters, identify planning gaps, and design integrated strategies that align with their goals and values. She collaborates closely with IG’s Advanced Planning, Tax, Estate and Insurance teams to deliver a comprehensive, multidisciplinary planning experience tailored to each client’s unique circumstances.

 

Outside of work, Jae is committed to advancing financial literacy and community education. She enjoys staying active, travelling, and spending time on the water boating with family and friends.