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

Do the Stars really outperform?

US university and college endowments manage over $300 billion. This includes Ivy league schools like Harvard, Yale and Princeton. It is an interesting question: how well do these endowments perform? Do the sophisticated manager selection processes, the extensive access to leading edge research and investment thinking, and the economies of scale available to these endowments result in persistent above market performance?

Listen here for my discussion with Jason McIntyre of CFRA’s Business at Night as part of our ongoing series, the Science of Investing.

Video Container


By: Nancy Graham | 0 comments

How much do I need to retire?

Events in the world economies and stock markets have been worrying for many investors who are looking for a comfortable retirement. With the belief that it is ‘better to know than not know’ Jason McIntyre of CFRA’s Business at Night, and I discuss how much do you need to retire”. As part of our continuing series on the science of investing we review some of the research that has been done in how to figure this out, and what you can do to achieve a secure retirement. I believe it starts with ‘knowing’.

Video Container



By: Nancy Graham | 0 comments