Nancy Graham CPA, CA, CIM, CFP, TEP

Portfolio Manager
  • T613.237.5544 x 303
  • 1.800.230.5544
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  • 265 Carling Avenue,
    8th Floor,
  • Ottawa, Ontario K1S 2E1

What you should know about portfolio turnover and why you should care.

As part of our ongoing series on the “Science of Investing”  I spoke with Greg Hebert from CFRA’s Business at Night about ‘Portfolio Turnover’. To understand why this matters and what questions you should be asking about your portfolio, listen here.



By: Nancy Graham | 0 comments

Best Laid Plans – Sequence Risk and what to do about it.

Recently I spoke with Greg Hebert of CFRA Business at Night about how to deal with sequence risk.  What can you do to protect your retirement capital in times of difficult markets?

Listen in and and learn more...



By: Nancy Graham | 0 comments