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Nancy Graham CPA, CA, CIM, CFP, TEP

Portfolio Manager
Contact
  • T613.237.5544 x 303
  • 1.800.230.5544
  • F613.237.5949
  • 265 Carling Avenue,
    8th Floor,
  • Ottawa, Ontario K1S 2E1

photo Nancy Graham  CPA, CA, CIM, CFP, TEP

Portfolio Manager

As the daughter of hard-working Manitoban grain farmers, Nancy grew up discussing business, weather, and grain prices – and recognizing that her family’s livelihood depended on making disciplined decisions in the face of uncertainties. Inspired by her parents’ entrepreneurial ways, she earned a degree in finance and earned her Chartered Accountant designation. Joining PWL in 2000, she soon realized she could be more effective by building on her background, replacing one-off encounters with deeper client relationships.

At PWL – Nancy helps individuals and families gain confidence and financial perspective while managing their personal wealth.  Prior to joining PWL, Nancy was a tax manager for two major accounting firms, where she provided individuals, families and businesses with professional tax planning and related financial advice for 17 years.

Nancy has written financial articles for Lawyers Weekly and CA Magazine, and has spoken about personal investing to law associations and other professional groups. She also has shared her investment insights to radio listeners, most recently on the radio show “Expert on Call.”

Personal Interests – Nancy is dedicated to giving back to the community and has volunteered with a number of councils, campaigns and organizations. She also enjoys staying fit through cycling, golf and hot yoga. Her three children are young adults pursuing careers of their own, and family gatherings are always lively.  

photo Cheryl Gillies  CIM

Portfolio Manager & Client Service Specialist

If Nancy is the head of our office, Cheryl is its heart. As a part of the Graham Team since day one, Cheryl returned to PWL in 2007 to join us as our client service specialist. She soon caught the investment management bug and also became a Chartered Investment Manager (CIM®). Her “can do” spirit and passion for continually expanding her repertoire of professional skills ensures that our clients consistently receive the high-touch quality of care they deserve. It’s no wonder Cheryl is a perennial favorite among them.   

At PWL – Cheryl rarely misses a beat as nearly every daily detail in our office circulates past her watchful care. Responding promptly to client requests, queries and requirements, she also is a talented portfolio manager, overseeing account monitoring, and portfolio design, management and rebalancing.

Personal Interests – Outside of the office, Cheryl can be found on a run or enjoying time with her family. She’s particularly fond of spending time with her two grandsons. They keep her young as well.

photo Brady Plunkett 

Portfolio Manager Assistant

It’s a bit of a coin toss whether Brady sought us out, or we found him. Heads or tails, we think our clients are the winners. As our newest team member, Brady joined us in January 2016 after graduating from the finance program at Carleton University’s Sprott School of Business. His upbeat outlook and passion for statistics and finance serves our clients well as a fitting complement to our evidence-based investment approach.

At PWL – As a welcome addition to the Graham Team, Brady coordinates our financial planning activities, contributes to our marketing and business development initiatives, and assists with our clients’ wealth management logistics – in short, a little bit of everything on any given day.

Personal Interests – Away from the office, Brady can often be found at the local community hockey rink, or on a golf course looking for his ball!

photo Raymond Kerzerho  CFA

Director of Research

Raymond is the Director of Research at PWL Capital. He rigorously analyzes PWL’s investment strategies and makes sure they are well supported by academic research. Raymond has worked extensively as an institutional portfolio manager, with a particular focus on fixed-income securities and derivative products. His in-depth knowledge of the capital markets and his direct and accessible style make him a sought-after speaker who is popular with clients. Raymond has written numerous articles, technical documents and economic reviews, and is often called upon by the media to be a trusted and knowledgeable source on capital markets.