Nancy Graham CPA, CA, CIM, CFP, TEP

Portfolio Manager
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  • Ottawa, Ontario K1S 2E1

Holy Smokes, Another Hot Stock?

By Nancy Graham · June 7, 2018 - 0 comments

This year, we’re in the weeds with cannabis stocks. Before that, bitcoin was on fire. Next year … who knows? If there’s one thing I can tell you, it’s why you’re best off ignoring these sorts of hot stock tips, regardless of their source. A cool-headed strategy is a lot less likely to go up in smoke.

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Are You Suffering From “Investment Envy”?

By Nancy Graham · May 24, 2018 - 0 comments

It happens to the best of us. A friend, family member, colleague or media guru is bragging all about an exciting financial score they just made by buying this, selling that, or getting in on the ground floor. Next thing you know, you’re a victim of investment envy. You want in too, whether or not the “opportunity” makes any sense for you and your money.

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What Are Stock Options (and How Do They Work)?

By Nancy Graham · April 26, 2018 - 0 comments

When your employer offers you stock options, it’s usually to thank you for a job well done, and to encourage you to stick around. It’s nice to be recognized for your contributions, but you may well wonder what it is you just received. Stick around for today’s “No Dumb Question,” and you’ll soon find out. 

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How Can You Make the Most of Your CPP Benefits?

By Nancy Graham · April 12, 2018 - 0 comments

After you’ve been making Canada Pension Plan (CPP) contributions for years, you probably also want to make the most of it when you start drawing your benefits. So how do you do that? There is no single formula, but there are several common factors to consider when incorporating CPP benefits into the choices you make for your retirement, tax and estate planning goals. 

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