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

Many people hire an advisor for the wrong reasons, and then are disappointed.

The Science of Investing:  if you are hiring an advisor to make more money than you think you can on your own, you are missing the mark.  Fees are important, but the value of a good advisor is much greater.  Listen here for the my discussion with Jason McIntyre of CFRA’s Business at Night.

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By: Nancy Graham | 0 comments

Active Management – Investors as a whole must lose

Dr. Ken French is well known and distinguished academic in the Finance circles in the US.  I recently attended a conference where he spoke.  Listen here for a discussion of why active management of investments is a negative sum game for investors.

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By: Nancy Graham | 0 comments