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

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.

Starting Out

Don’t Let 2020’s “Breaking News” Break Your Investment Resolve

Unfortunately, too much news glut can be harmful to your financial and emotional well-being alike. How so? Whether you know it or not, your deep-down brain reacts to certain cues, like the color red in a headline (“Made you look!”) or a repeated falsehood, presented as fact (which becomes more believable simply because you’ve heard it more than once).

Personal Wealth

Talking About Family Wealth with the Kids

When is the last time you had a heart-to-heart with your kids about money? I mean, an actual conversation, versus a lot of uncomfortable dancing around the subject? While talking about your family’s financials may not be at the top of the list of fun things to do on a Friday evening, there are at least three good reasons to carve out some time for it anyway. I covered these in a video last January.

Personal Wealth

Should You (Still) Help Buy Your Kid a Home?

Any parent of adult offspring can tell you: If you’re thinking of helping your kids buy their first home, it’s rarely a simple “yes” or “no”. We’ve covered this delicate question before, but the coronavirus and its economic fallouts have made it it’s worth revisiting today. On the one hand, your kids may now be in an even tighter spot than anyone could have realistically prepared for a year ago. On the other hand, as much as you may want to help, your own financial stability might also be on shakier ground.

Starting Out

How to Make the Most of Turning 18 in 2020

It’s hard to throw a big birthday bash in the middle of a pandemic. That said, with new financial opportunities to seize and a lengthy investment timeline ahead of you, you may end up luckier than you think. Here are a handful of 5 best practices for 18 year old’s we’ve provided in the past, to help you control your finances during this pandemic.

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.