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

Rebalancing Manages Risk and Protects Returns

Sell winners and buy low performing assets – the tale of two investors and why portfolio rebalancing is an essential part of good portfolio management. Listen here for my discussion with Jason McIntyre of CFRA’s Business @ the Close.


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By: Nancy Graham | 2 comments