Nancy Graham

CPA, CA, CFP®, CIM, TEP, Portfolio Manager

Building on her passion to help people gain financial control of their lives, Nancy joined PWL Capital’s Ottawa office in 2000. She became a Portfolio Manager in 2006. Since ‘analysis’ alone didn’t always answer client’s questions, she launched the “No Dumb Questions” video series in 2016.
Building on her passion to help people gain financial control of their lives, Nancy joined PWL Capital’s Ottawa office in 2000. She became a Portfolio Manager in 2006. Since ‘analysis’ alone didn’t always answer client’s questions, she launched the “No Dumb Questions” video series in 2016.
Personal Wealth

Good News? Bad News? No News Is Best When You Go To Invest

Okay, today, I’m taking on a subject I’ve been dancing around for a while. This is one two-step I’m tired of! So let me tell it to you straight: Most of the financial media is out to get you. Their goal is to lure you into staying tuned to their channel, website, or whatever … all day, every day. And they know just how to do it. They bait their trap with an endless stream of BREAKING NEWS.

Personal Wealth

Good Debt, Bad Debt, and Other Friends and Foes

When it comes to sensitive subjects, managing debt ranks right up there with firing up a chainsaw or a blowtorch before you’ve read the operating instructions. Like any other power tool, debt can help or hurt you depending on how you use it. So, how do you manage desirable debt, and steer clear of the dangerous kind?

Personal Wealth

What Happens If You Can No Longer Make Your Own Money Decisions? 

In my last video, we took on a tough topic: How do you prepare financially for the death of your spouse? Today, I’m going to bring up another thorny subject: What if your spouse, parent, or another close family member starts having trouble with their memory or their ability to make rational decisions? In other words, what if they become incapacitated? 

Living in Retirement

Will I Spend Less When I Retire?

So … you’re thinking about retiring. Someday, anyway. To prepare, you’ve been saving to your Registered Retirement Savings Plan (RRSP) and your Tax-Free Savings Account (TFSA). Maybe you’ve got a pension at work, and have been calculating what to expect from the government.