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

Should I Buy Cryptocurrency?

Are you hip to cryptocurrency? As I introduced in my last “No Dumb Questions,” unless you’re a cutting-edge computer kid, the technical details get pretty complicated, pretty fast. That said, you don’t need a financial economics degree to successfully invest in stocks and bonds. Can the same be said for cryptocurrency?

Personal Wealth
Young Man Paying With Mobile Phone

What Is Cryptocurrency?

Cryptocurrency? Bitcoin? Blockchains? Admit it: Not long ago, you were blissfully ignorant of all these terms. Technically, cryptocurrency has been around since 2009, but it’s only recently kicked into overdrive. Suddenly, the trendiest people can’t seem to get enough of it.

Personal Wealth
Couple Celebratory Toast Kitchen House

My Mortgage Is Paid Off. Now What?

If you’re like most Canadians, one of the happiest days in your financial life is when you finally pay off your mortgage. At long last, your house is officially yours. So are all those delicious dollars you used to have to sacrifice every month, for what seems like forever.

Personal Wealth
Man Suits Walking Metro Ticketing

Breaking Up With Your Advisor

In my past few “No Dumb Questions,” I’ve been covering the kinds of questions you may be uncomfortable asking your current financial advisor. Here’s one of the trickiest of all: “How do I break up with my advisor?” Awkward, right?

Personal Wealth
People Waiting Depositing Withdrawing ATM

“How Safe Is My Money?” (Part 2)

In my last “No Dumb Questions,” I took on a question that most investors want to know more about, but may hesitate to ask their advisor. It goes something like this: Advisor, how safe is my money? The rest of the unstated question may often be … “How safe is it … with you?”

Personal Wealth
Young Woman Depositing Withdrawing ATM

“How Safe Is My Money?” (Part 1)

“Are you taking good care of my investment accounts?” This can be another awkward question to ask your advisor. After all, what are the odds they’re going to say no??? Even Bernie Madoff probably said something like, “Ahhhh … don’t worry about it.”

Personal Wealth
Male Golfer Golf Swing Golf Course

Nine “Hole in One” Questions To Ask Your Financial Advisor (Part 1)

In my last “No Dumb Questions,” I took a swing at some of those tricky questions that can be awkward to ask your existing advisor. Like: Whether there’s better financial advice out there than what you’re currently receiving. And how an independent advisor can be the equivalent of a personal Chief Financial Officer for your family wealth.