Jae Rea is a next-generation advisor focusing on business succession planning, intergenerational wealth transfer, and advanced insurance strategies for high-net-worth families. With over a decade of experience, she combines technical expertise with strategic foresight to help families and businesses protect, grow, and transition wealth across generations.

Jae began her career in 2014, building her own financial planning practice before joining her mother, Angela, in 2018. Together, they bring more than 40 years of combined experience and a modern, forward-thinking approach to planning. Jae’s approach goes beyond wealth accumulatio; she focuses on continuity, safeguarding assets, and preserving the legacy of family enterprises.

Clients value her ability to simplify complexity, identify planning gaps, and design integrated strategies that support financial independence and family harmony. She collaborates closely with IG’s Advanced Planning, Tax, and Insurance teams to deliver a fully multidisciplinary experience.

Jae holds a BA in Economics from the University of Victoria, and the RRC® and QAFP™ designations. She is currently completing her CFP® certification. Outside of work, Jae is passionate about financial literacy and community education, and enjoys staying active, traveling, and spending time with loved ones.