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Nancy Graham CPA, CA, CIM, CFP, TEP

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

A Cautionary Tale on Your Best Interests

By Nancy Graham · July 13, 2017 - 0 comments

As a savvy consumer, you probably already know: It’s not just how much you’re paying for an item, it’s also knowing what you’re getting. In fact, an unfolding CBC News exposé of the Canadian banking system has revealed how often you may think you’re being offered solid financial advice, when you’re actually receiving a hard sales pitch.

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Is Your Advisor a Little Too Close for Comfort?

By Nancy Graham · June 22, 2017 - 0 comments

In my last post, You, Your Retirement, and Your Best Friend, I introduced a conflict you can bring to your own best interests if you hire a friend or family member as your financial advisor. It just doesn’t seem worth exposing either of you (or your entire family) to the problems that can arise when the dual roles clash.

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