Brady Plunkett

CIM®, Associate Portfolio Manager

Since 2016, Brady Plunkett has been key to Team Graham’s financial planning, marketing and business development, and assisting with client care – in short, a bit of everything on any given day. Brady is an IIROC-licensed investment advisor.
Since 2016, Brady Plunkett has been key to Team Graham’s financial planning, marketing and business development, and assisting with client care – in short, a bit of everything on any given day. Brady is an IIROC-licensed investment advisor.
Personal Wealth

Standing Out Podcast: Anjali Dilawri: Laughter and Conversation | BYA Special

Some good things really do come in smaller packages – such as the close-knit networking group Anjali Dilawri co-founded several years ago. Called “Laughter and Conversation,” this select business women’s group has helped participants make a meaningful difference in one another’s lives. Similarly, after her maternity leave, Dilawri opted out of her former “big six” CPA firm career, and joined the mid-sized Logan Katz, LLP. There, she was able to work part-time when her kids were young, and transition into becoming the firm’s first female partner. A finalist in the 2019 Women’s Business Network of Ottawa Business Woman of the Year Professional category, Dilawri describes how she has successfully balanced family and career in today’s Standing Out podcast.

Personal Wealth

Standing Out Podcast: Amy Friesen: In Support of Seniors and Their Families | BYA Special

In today’s episode, you’ll hear Amy’s bold story, which earned her a 2018 Business Woman of the Year Emerging Entrepreneur award from the Women’s Business Network of Ottawa. Listen to some of Lynn’s own timeless words of wisdom in today’s podcast, and discover why she was a finalist in the Women’s Business Network of Ottawa Businesswoman of the Year awards.

Personal Wealth

Standing Out Podcast: Lynn Ferron: Where Business, Athletics and Nature Unite | BYA Special Episode

You might not think you could find a common thread among business, athletics and a love for nature. That would be before you heard today’s episode, with HOK Principal Lynn Ferron. Living by her motto, “get involved, and reap the benefits,” Lynn also is president of the Association of Registered Interior Designers of Ontario (ARIDO), and loves to mentor future interior designers. An avid outdoor runner, she is inspired by nature’s timeless designs, and integrates the results into her work.

Personal Wealth

Standing Out Podcast – Karen Brownrigg: The Human Side of Human Resources | BYA Special Episode

As a seasoned human resources executive (and former 911 dispatcher!), Karen Brownrigg had seen it all across a tapestry of industries and sectors. What better background for launching her own HR advisory service in 2016? When COVID-19 arrived, Karen’s creative talents shifted into overdrive. In today’s podcast, she shares her ideas on how businesses can successfully “build the airplane while it’s flying,” by being flexible and inclusive, and investing in critical infrastructure.

Personal Wealth

Doris Belland: Investing in a Low Interest Rate Environment

Nancy and Brady recently spoke with Doris Belland about fixed income investing in the current environment. Doris is the founder and thought leader of the Women’s Money Group and Your Financial Launchpad. She is dedicated to empowering, teaching, mentoring and supporting women in learning about money and investing to support their financial independence.

Personal Wealth

What’s Your Read on Financial Literacy?

Along with reading, writing, and arithmetic, you’d think personal financial literacy would be just as core to our kids’ education. Instead, the subject rarely makes its way into the standard curriculum of grade schools or high schools. I’ve even seen postsecondary business programs pass it by.