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

Markets work.  But we are human. Our emotions can interfere with good finance. I bring my clients logic, transparency and perspective on their wealth – both saving and spending for greater happiness.

Nancy Graham and her PWL Capital team members will work hard to earn your trust by taking a structured approach to wealth management, including:

  1. Taking the time to get to know you and to understand what's important to you.
  2. Translating her technical expertise and extensive experience into real results by integrating all aspects of your financial situation into a clear disciplined strategy.
  3. Making optimum use of business structures, including professional corporations, to minimize income taxes and develop tax-efficient estate planning strategies.

Nancy and her team get it. In your profession or business, time is precious, and successfully managing your investments and finances can be challenging. Nancy is a seasoned professional you can trust to guide you to make sound, well-informed decisions. Nancy offers specialized wealth management services to:

  • Senior professionals
  • Senior executives
  • Owners of medium- to-large-businesses
  • Retirees

Like all PWL Capital advisors, Nancy offers financial planning and investment management advice that's focused on managing your risk. PWL Capital advice is based on a scientifically sound approach.  And, because her services are fee-based, you can be sure her advice is unbiased. Nancy does not push products and there are no hidden fees. Ultimately, Nancy has your best interests at heart. She and her team will build and manage an investment portfolio that protects you and your family for the future.

Learn more about Nancy Graham and her team.

Portfolio Management and brokerage services are offered by PWL Capital Inc, which is regulated by Investment Industry Regulatory Organization of Canada (IIROC), and is a member of the Canadian Investor Protection Fund (CIPF).

Financial planning and insurance products are offered by PWL Advisors Inc., and is regulated in Ontario by Financial Services Commission of Ontario (FSCO) and in Quebec by the Autorité des marchés financiers (AMF). PWL Advisors Inc. is not a member of CIPF.