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

Poking Holes in the Dividend Strategy

There are fundamental flaws in this commonly promoted investment strategy

Protect Your Purse

Doris Belland

Who is DFA?

A brief history of Dimensional Fund Advisors and the science of investing.

Winning Investment Strategy

Larry E. Swedroe, 2005

The Only Guide to a Winning Investment Strategy You’ll Ever Need

A curated selection of valuable online content

The Investment Answer Learn to Manage Your Money and Protect Your Financial Future

Daniel C. Goldie, CFA, CFP Gordon S. Murray, August 2010

DFA’s Disciplined Approach Earns It a Top Mark

The Behavior Gap, Simple Ways to Stop Doing Dumb Things with Money.

Carl Richards; Portfolio/Penguin, 2012.

Pensionize Your Nest Egg:

How to Use Product Allocation to Create a Guaranteed income for Life

Moshe A. Milevsky, Ph.D. and
Alexandra C. Macqueen, CFP

Managing Investment Risk as an Attorney for an Incapacitated Beneficiary

Nancy Graham – PWL Capital, May 2008

Globe & Mail: Me and My Money Column

Nancy Graham, May 2, 2009

Each week the Globe and Mail features an investor in the ‘Me and My Money Column.” It is a brief summary of investor thinking.

The Millionaire Next Door - The Surprising Secrets of America’s Wealthy

Thomas J. Stanley, Ph.D. William Danko, Ph.D., 1996

Index Funds

Mark Hebner, 2007

Too good to be true?

Nancy Graham, September 2009

Nancy Graham answers reader's questions.

The Power of Habit: Why We Do What We Do in Life and Business

Charles Duhigg, February 2012

Younger Next Year

Chris Crowley and Henry S. Lodge, 2007