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.

Personal Wealth

Nancy Graham

Paying Your Canadian Income Taxes: Something to Celebrate???

April 16, 2019

Nancy Graham

Sustainable Investing Part 2: Unpacking ESG Ratings

Apr 1, 2019

Personal Wealth

Nancy Graham

A Hit List of the Six Most Unwanted Behavioural Biases

Mar 5, 2019

Behavioural Finance

Nancy Graham

You and Your Pension: Can You Take It Abroad?

Feb 4, 2019

Living in Retirement

Nancy Graham

A Trick Question: What Should You Do During Volatile Markets?

Jan 16, 2019

Behavioural Finance

Nancy Graham

Business Women of the Year Awards – Celebrating Canadian Women Entrepreneurs

Jan 11, 2019

Personal Wealth

Nancy Graham

The “Best of No Dumb Questions” SEASON FINALE: Investment Envy

Jan 3, 2019

Behavioural Finance

Nancy Graham

The “Best of No Dumb Questions” Series Continues: A Cautionary Tale of Best Interests

Dec 20, 2018

Personal Wealth

Nancy Graham

The “Best of No Dumb Questions” Series Continues: Advisor Questions, Part 2

Dec 6, 2018

Personal Wealth

Nancy Graham

Disability Insurance: The Most Important Coverage You Don’t Yet Have

Oct 25, 2018

Personal Wealth

Nancy Graham

Managing Your Marital Money: Three Reasons That Two Heads Are Better Than One

Sep 27, 2018

Personal Wealth