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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

We chose Nancy Graham and PWL because of their 100% transparent management of our investments, and their calm, rational approach to investment strategies. Unlike most other investment advisors, PWL chooses investment vehicles without hidden commission and transaction fees, and thus do not suggest transactions that benefit the advisor more than the investor.  Our investments, as selected on Nancy’s advice and expertise, have lower costs than commission-based products, leaving more return for us. 

It is very important to Nancy and her company to be diligent in their investment ethics and client service.  Nancy takes the time to understand our goals and needs, and to explain our options and her recommendations. She is someone you can trust to be very clear about what is being done with your money and provides thorough documentation.  We feel that our money is in good hands and that we have an advisor who is truly looking out for us.

Kristine van der Pas-Norenius

Entrepreneur and Strategy Consultant

Genuine people who care, work at PWL.

Walter Downs

Retired, AECL

Anne Thomlison

Retired, Wrigley

We started using Nancy as our sole investment advisor almost 3 years ago.  In that time, we have never had a cause for regret.  We are very happy with PWL's investment strategy and we know we can largely "ignore" our investments, trusting that our portfolio is being well managed.  Nancy takes the time to understand her clients and tailors communication to their needs.  She is very flexible in meeting as frequently or infrequently as we prefer and we always find our meetings with her informative and worthwhile.

David Nikkel

Software Development Manager

Kathy Nikkel

Teacher

Excellent approach to hands off investing...have not looked at financial news in over 2 years ... index investments are doing well and the PWL team takes care of the details.

Kevin Thibert

Client Executive, CISCO

Excellent customer service and good results.

Michael Cohen

International Pension Consultant

Marguerite Cohen

Translator

I have been a client of Nancy Graham's since 2008. I came to her just prior to my divorce without a clue about how to deal with the financial aspects of this life change.

Nancy guided me gently into the world of investments, taxes, and real estate while helping me get a handle on my spending habits. Planning for the future and retirement were a first priority. Also, Nancy has made some very wise investments and my portfolio is healthy even in these tough times. I'm pretty sure I would not be able to live without her now. 

Judi Tedlie

I take great comfort in the rational, professional and personal services provided by Nancy Graham and PWL Capital. This firm is not about speculation or hot tips. They take the time to explain how their portfolios are built, the research that supports their approach and most importantly they take the time to understand you and your family. As a professional accountant, I respect the integrity of their process and the logic of their philosophy.  If you are looking for investment advice I suggest that spending an hour with Nancy, a portfolio manager at PWL, would be a good investment of your time.

…After a follow-up meeting…
A great morning at PWL ! ( Patience, Wisdom, Learning)
Thanks,

Charles Armstrong

We found PWL and Nancy Graham after a long search in 2009-2010.

We tried managing our investments (painful); using the financial planning services of a major bank as the portfolio grew and, eventually, following a former colleague to the investment arm of a major bank. The colleague left the business and we soon decided to seek alternatives.

Our search included extensive interviews and analysis.

We were seeking a knowledge based fee-for-service financial organization which believed in buying the market. PWL functions on a fee for service basis and buys the market based on extensive research.

We were seeking an advisor with a strong set of relevant credentials. Nancy Graham offered the credentials we were seeking – and more.

  • We were seeking an advisor who held an accountancy designation; Nancy is a Chartered Accountant and has associated experience.
  • We were seeking an advisor who had financial investment credentials and associated experience; Nancy has this background.
  • We were seeking an advisor who had tax experience; Nancy brings tax experience.
  • In addition, Nancy holds estate planning and insurance credentials.

And, most importantly, we were seeking an advisor with whom we were comfortable and whom we could trust. Nancy is definitely that.

PWL offered the solution for which we were seeking. We have been very happy with the way PWL and their team of Nancy Graham and Cheryl Gillies have addressed our needs, always available to advise us (and our children) on major decisions. We have recommended PWL to others and will continue to do so.

Diane Ryan

Ph.D., President, D. E. Ryan Training Services Inc. Certified SAP Financial

Michael G. Ryan

Ph.D., Management and Oversight Consultant, Member, Audit Committee, World Meteorological Organization (UN)

I have found the level of service working with Nancy to be personal, respectful and comprehensive.

She meets with me personally twice a year to review the performance of my portfolio; we regularly review my tolerance for risk.  She responds directly to my requests for advice. I have found Cheryl, Nancy’s assistant, to be very efficient and helpful in all my dealings with her.

After several years of working with Nancy, I ended my dealings with a second advisor and now work exclusively with Nancy.

Craig Parks

Lawyer