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

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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“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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