Nancy Graham CPA, CA, CIM, CFP, TEP

Portfolio Manager
  • T613.237.5544 x 303
  • 1.800.230.5544
  • F613.237.5949
  • 265 Carling Avenue,
    8th Floor,
  • Ottawa, Ontario K1S 2E1

“How Safe Is My Money?” (Part 2)

By Nancy Graham · November 16, 2017 - 0 comments

In today’s “No Dumb Questions,” I’ll offer some straightforward answers to these important queries: What is your investment advisor doing to help safeguard your assets, and what can you do as well? Briefly, the answer to both is: Quite a lot! Listen in to learn more.

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“How Safe Is My Money?” (Part 1)

By Nancy Graham · November 2, 2017 - 0 comments

If there’s one question that’s hard to ask your financial advisor, it’s this one: “Hey, advisor, are you taking good care of my money?” It’s one of the trickiest ones around, because what are the odds any advisor is going to tell you when they’re not? Even Bernie Madoff probably assured his clients they had nothing to fear.

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