Ideas & Insights Our Advisors Our Teams Resources White Papers eBook Market Statistics Model Portfolios Important Documents Recommended Readings Calculators What We Do Who We Are Our Story Our Board Members Management Team Governance & Internal Controls Compliance Safe-Keeping your Assets World Class Partners Research Department Perspective Newsletter Careers Contact Us Brady Plunkett CIM®, CFP, Associate Portfolio Manager Since 2016, Brady Plunkett has been key to Team Graham’s financial planning, marketing and business development, and assisting with client care – in short, a bit of everything on any given day. Brady is an IIROC-licensed investment advisor. Ideas & Insights Team Contact Menu Ideas & Insights Team Contact Meet Brady Plunkett – 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. 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 an integral member of Team Graham, Brady coordinates our financial planning activities, contributes to our marketing and business development initiatives, and assists with our clients’ wealth management logistics and customized care. He’s also an IIROC-licensed investment advisor and is currently working toward achieving his CFP® certification. In short, he does a little bit of everything on any given day in the office. A “Case in Point” About Brady – One of Brady’s favorite on-the-job initiatives is Nancy Graham’s “No Dumb Questions” video series of financial and investment FAQs. Not only does Brady pitch in with the back-stage production, he’s been known to make cameo appearances in front of the camera … such as in this Q&A session on cryptocurrency. Brady’s Personal Interests – Away from the office, Brady can often be found at the local community hockey rink, or on a golf course looking for where his ball went this time. Read More Hide Contact Brady Plunkett Personal Wealth Brady Plunkett What’s a Financial Advisor Worth? PWL Capital 2019-10-27T10:00:51 October 27, 2019 Are you getting what you pay for in your financial advisory relationship? Today, I’m going to show you how often the answer is, unfortunately, no. Many investors are not getting their money’s worth out of the financial advice they receive. Personal Wealth Brady Plunkett What’s Your Read on Financial Literacy? 2019-10-22T11:24:28 October 22, 2019 Along with reading, writing, and arithmetic, you’d think personal financial literacy would be just as core to our kids’ education. Instead, the subject rarely makes its way into the standard curriculum of grade schools or high schools. I’ve even seen postsecondary business programs pass it by. Nancy Graham & Her Team IIROC AdvisorReport Testimonials 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. 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. 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. 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. 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. 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. Contact Nancy Graham & Her Team Name* - Title -Mr.Mrs.MissMs.Dr.Prof.Rev. Title First Last Email* Phone*CityProvince- Province -AlbertaBritish ColumbiaManitobaNew BrunswickNewfoundland and LabradorNorthwest TerritoriesNova ScotiaNunavutOntarioPrince-Edward IslandQuebecSaskatchewanYukonInvestable Assets- Investable Assets -Under $500,000$500,000 - $1,000,000$1,000,000 - $2,000,000$2,000,000 - $3,000,000$4,000,000 - $5,000,000$5,000,000 - $10,000,000More than $10,000,000 PWL Capital works with clients who have, or will soon have, $500,000 or more to invest. If you are not sure how much you should invest, feel free to get in touch and we will answer all your questions. ___________ How did you hear about us?How did you hear about us?ReferralYouTubeRadioSocial MediaAdvertisingMedia and PressGoogleOtherMessage / CommentSubscribe to Nancy's No Dumb Questions emails Yes, I want to subscribe to Nancy's No Dumb Questions emails. It's free, it's fun and it's full of insights. This iframe contains the logic required to handle Ajax powered Gravity Forms. Ideas & Insights Our Advisors Our Teams Resources All Resources White Papers eBook Market Statistics Important Documents Model Portfolios Recommended Readings Calculators Checklists What We Do Who We Are Our Story Our Board Members Management Team Governance & Internal Controls Compliance World Class Partners Research Department Contact Us Client Login FR
Personal Wealth Brady Plunkett What’s a Financial Advisor Worth? PWL Capital 2019-10-27T10:00:51 October 27, 2019 Are you getting what you pay for in your financial advisory relationship? Today, I’m going to show you how often the answer is, unfortunately, no. Many investors are not getting their money’s worth out of the financial advice they receive.
Personal Wealth Brady Plunkett What’s Your Read on Financial Literacy? 2019-10-22T11:24:28 October 22, 2019 Along with reading, writing, and arithmetic, you’d think personal financial literacy would be just as core to our kids’ education. Instead, the subject rarely makes its way into the standard curriculum of grade schools or high schools. I’ve even seen postsecondary business programs pass it by.