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

May 3, 2013 - 2 comments

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 with 2 comments.
Filed under: Investment Management
  23/03/2016 12:04:25 PM
Lynda Ferguson

I am a tax preparer with BDO Canada, and wish to reach Nancy Graham or her assistant to request a gain/loss report for a mutual client. This is testing the e-mail address. Thank you, Lynda Ferguson
  21/06/2013 8:05:37 PM
I call it the peanut buettr jar theory. Passing the jar around to each person in the kitchen and yet the lid does not come off. Then the last person who is 5 years old, can easily pop of the stuck parts. Not because they are the best but because so many people contributed to the healing that loosened the lid. So I call it the combined efforts. Keep up the great meditations my friend! Nancy

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