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...

Stocks

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

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Harvest ETFs

GICs

How to buy Scotiabank GICs

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Scotiabank

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?

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?

Retirement

3 ways to recession-proof your RRIF

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Harvest ETFs

Retired Money

How much money do you need to retire in Canada? Is it really $1.7 million? 

While $1.7 million is a big number, it’s possible to retire in Canada on that amount, if you start...

Retirement

What are call options? Why should retirees care about them?

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Harvest ETFs

Retired Money

Are ETFs a good investment for an all-weather portfolio?

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National Bank Direct Brokerage