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

Are you out of balance?

Rebalancing your investments may seem like investment management 101, but is it?  Sometimes it is overlooked.  Listen in and find out why you should make use of this crucial tool to keep your investments in balance - and what you need to be aware of when you do.

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PWL - Economic Pulse

Between secure bonds and equities is an asset class that contains some of the characteristics of both. 

Read our latest Economic Pulse where PWLs’ Director of Research, Raymond Kerzerho discusses “Securities from the Midfield”.

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Stock Market Volatility Happens

Listen in to find out how to immunize yourself from ‘selling low’ in turbulent markets. Science of Investing on CFRA’s Business At Night with Greg Hebert.


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