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.
Advanced Investing
Man Playing Golf Near Sea by andrew rice on unsplash

Asset Allocation in Plain English

Have you ever noticed? What’s clear to an “insider” isn’t always so obvious to everyone else. Doctors, lawyers, engineers … investment advisors. I’m afraid we’ve all been guilty of tossing around too many technical terms without defining them first.

Personal Wealth
Senior Couple Sitting Bench Near Ocean Lookout by Matthew Bennett on Unsplash

Congratulations, You’re Ready To Retire! Now What???

At its highest level, retirement planning isn’t rocket science. The sooner and more aggressively you fuel up your retirement assets, the sooner you’ll be launching into your ideal retirement – whether that means selling your business, quitting your day job, or simply shifting the balance between your personal and professional activities that you enjoy the most.

Personal Wealth
Scientist With Gloves Cutting Marijuana Plants

Holy Smokes, Another Hot Stock?

Toothpaste? Vitamins? Check. Birthday card for your mom? Got it. Cannabis?  Aisle 4, next to the chocolate bars. Uhh, okay, let’s get real. This scenario for distributing recreational marijuana does not – and almost certainly will not – exist … whatever may come on the legislation front.