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For our HR Colleagues - Please meet Janet.. CMS's independent Financial Planner for Job Seekers

#careertransitionservices #downsizing #employeecoaching #financialcounselling #hr #hrcanada #hrsupport #organizationalchange #outplacement #outplacementcanada #outplacementservices Mar 26, 2025

In 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