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.

Why Invest in Stocks to Begin With?

Whether it’s about piling into the next big win or fleeing a trend turned sour, hot stock tips seem to never end. It’s no wonder that one of the “No Dumb Questions” I often hear goes something like this:
“Nancy, why should I buy stocks to begin with? Aren’t they too risky for me?”

Is a “Basic” Index Fund Too Basic for You?

Today, let’s tackle another question I often hear: “Nancy, why would I buy an index fund?”
I hear this question from successful professionals who have had to work hard for their wealth. I hear it from affluent families who worry they should be doing something more elaborate with their portfolio. I hear it from investors of modest means, who figure there must be better ways to stretch for the higher returns they want or need to earn.

Welcome to Nancy Graham’s “No Dumb Questions” About your Finances

Do you have favorite family memories from when you were growing up? Many of mine come from the time we spent around the dinner table.
My parents were hardworking Manitoban farmers. When we took breaks from actual farming, we’d usually talk about everything related to farming: business, finance, weather, commodity prices, and so on. No subject was taboo and, even when I was quite young, I was encouraged to join in.

Nancy’s Eye-Witness Overview of the Pre-Budget Lock-Up: Actions and Inactions

I had the privilege of spending Tuesday afternoon in the pre-budget lock-up for the 2016 Federal Budget. By now you know that the budget was marked by significant spending initiatives – and a deficit projected to be about $30 billion. It also represented a drive by the current administration to help the middle- and low-income earners in our country.

Predictable Problems with Random Patterns

At PWL Capital, we embrace a practical approach to investing – making use of the significant body of academic research that supports ‘market return based’ or ‘evidence-based’ investing. In other words, forget about gut feeling. What does the data tell us about investing?

Personal Survival in the Financial Jungle

Welcome to our next installment in Nancy Graham’s “Minding Your Money Matters,” thoughtful financial advocacy vignettes that you can readily apply. In this installment, we’ll turn the focus on the most important contributing factor of all: the personal challenges you face as a long-term investor.