Janet’s warm, reassuring style, coupled with her energy and commitment to action, changes lives. Her clients quickly realize that she is more than a financial ally; she is a knowledgeable mentor and advocate in business and retirement issues. Janet’s financial plans are built on clear, attainable steps that make clients both excited and confident.
Before joining Money Coaches Canada in 2014, Janet worked as a full-service Certified Financial Planner® with a major Canadian financial institution for 13 years. Her specialized knowledge in both business and retirement issues has made her a go-to-expert for media outlets such as CBC, CTV, Global, The Globe and Mail, and MoneySense.ca and The Canadian Money Saver magazine. She can be seen regularly on CTV Ottawa Morning Live.
In 2009 she founded the Ottawa chapter of the Canadian Association of Retired Persons (CARP) which is now 10,000 local members strong. Her work as Chapter Chair to 2016 brought her in front of Senate and Commons committees and into conversations with many sector and community leaders. She is a Certified Professional Consultant on Aging (CPCA), an Elder Planning Counsellor (EPC) and a sought after speaker on financial planning and challenges in retirement.
Seeing the powerful shift that money mastery makes in people’s lives and businesses is what brings Janet the greatest satisfaction in her work.
“I strongly encourage clients to stay connected to their money and their financial goals.” Life is always transitioning; a business owner always has to adapt to change; retired people will have different needs in early retirement than they will have in later years; families transition through many stages starting with childcare through to higher education costs (and much in between). “With a well-planned ‘financial operating system’, you can adapt to these sorts of change with ease. An important role I serve is regularly checking in with clients, reviewing progress against their goals and being proactive and anticipating any transitions ahead.”
Janet is equally passionate about serving the needs of small business owners and entrepreneurs in her community. Janet has been a member of the Orleans Chamber of Commerce (now Ottawa Board of Trade) since 2001, winning the distinction of Financial Services Person of the Year twice. She has participated in many business development events, including “Dragon’s Den” style pitch opportunities for entrepreneurs to receive input on their concepts and business plans and she regularly acts as a mentor to new entrepreneurs. As an advocate of financial literacy, Janet has participated several times as a volunteer with Junior Achievement and speaks often to audiences on the topic of improving the financial knowledge base of all Canadians.