
For our HR Colleagues - Please meet Janet.. CMS's independent Financial Planner for Job Seekers
Mar 26, 2025In this unique economic climate, I thought it would be an opportune time to re-introduce you to our Janet Gray, the independent CFP who provides financial counselling support to the employees you enrol in the CMS outplacement program.
Janet Gray is an advice-only Certified Financial Planner (CFP), speaker and educator with 25 years of experience. She is based in Ottawa, but serves clients Canada-wide. She’s been featured in countless Canadian news publications as a financial expert, and she even won local “Financial Services Person of the Year” twice. Janet specializes in business and retirement, and has additional certifications to prove it—she’s a Certified Professional Consultant on Aging (CPCA), an Elder Planning Counsellor (EPC) and is a longtime active member of her local business community having served on many boards and committees.
Janet offers advice only webinars for groups
In addition to being available as a financial sounding board to all CMS job search candidates, Janet is available to provide friendly, group seminars about a variety of financial topics.
Given the escalating cost of daily living, and the looming economic uncertainties due to the American tariffs, some of your team members may be feeling a little unsettled. If this is the case, you may like to consider offering to them a friendly, helpful webinar to help them find their way and ease their feelings of uncertainty.
Janet can offer a variety of webinar topics including:
- Cash flow management, how to make it work in times of uncertainty.
- Debt pay off strategies.
- Savings methods and accounts.
- Retirement planning including, when to start CPP and OAS.
- What is a TFSA? Should I have one?
- Do I need a Will? What is a Power of Attorney agreement?
- I hate paying taxes! How to reduce tax.
Please let me know if planning a financial focused webinar is something you are interested in considering for your team members, and I will connect you directly with Janet for a conversation.
Louise Hack