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

The Portfolio Performance Report: Your “How Am I Doing?” View

By Nancy Graham · January 18, 2018 - 0 comments

What do a good portfolio performance report and a sunny day have in common? The answer: You’re best off enjoying the light each one sheds, without getting burned or blinded by too much of either. In other words, a thoughtfully designed portfolio performance report should provide you with the information you need, without burying you in a big, fat data dump. 

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Breaking Up With Your Advisor

By Nancy Graham · November 30, 2017 - 0 comments

In my past few “No Dumb Questions,” I’ve been covering a series of “those questions,” or the kind that can be awkward to ask your current financial advisor. So far, I’ve covered what to look for and how to interview a new prospective advisor, how to  conduct due diligence on your current one, and how to ensure your money is being safely held. 

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