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
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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.

Personal Wealth
Businesswoman White Suits Typing Laptop Desk

What Are Stock Options (and How Do They Work)?

From the prize inside the cereal box when you were a kid, to those “buy one, get one free” shopping deals, who doesn’t love getting a little extra something for nothing? So if you’ve been crushing it at work, and your employer offers you some stock options in return, that’s a prize worth smiling about too.

Personal Wealth
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Recovering After Down Markets

Everyone knows: Around the world, gravity dictates that what goes up, must come down. Except, that is, in our topsy-turvy capital markets. Then, after markets go down, they are expected to eventually come back up, and to continue to ascend from there. At least they have to date.