Financial Planning

Janet Gray advice-only Financial Planner

Janet Gray is a Certified Financial Planner, speaker and educator based in Ottawa, Ont. Learn more about her story...

Investing

Making sense of the markets this week: March 19, 2023

Banks collapse, U.S. inflation puts the Fed in a tight spot, put your money where your mouth is with...

Stocks

Get paid to wait—is now an opportunity to invest in tech stocks?

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Harvest ETFs

Columns

Are annuities, bonds or GICs best for an 80-year-old’s money?

Terry has done well with higher-yield shares and ETFs, but is worried about rising interest rates

Investing

Making sense of the markets this week: March 12, 2023

Markets nervous over central banks, Campbell Soup and Dick’s are relative havens, the Loonie weakens, and will stocks keep...

Ask a Planner

Should you withdraw from non-registered or TFSA investments in retirement?

When starting to draw down your investments in retirement, should you sell your non-registered or TFSA stocks, or both?

loans

What happens to your debt when you die

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Credit Canada

Investing

Making sense of the markets this week: March 5, 2023

What the big banks are reporting, why Buffett’s letter is about a good year, America’s tepid consumers, and Russia’s...

Ask a Planner

A strategy for non-registered and TFSA accounts in retirement

Between a TFSA and non-registered accounts, what is the most tax-effective way to withdraw to fund retirement?