Nancy Graham

CPA, CA, CIM®, CFP, TEP, Portfolio Manager

Building on her passion to help people gain financial control of their lives, Nancy joined PWL Capital’s Ottawa office in 2000. She became a Portfolio Manager in 2006.

Meet Nancy Graham – As the daughter of hard-working Manitoba grain farmers, Nancy grew up in an environment where discussing business, weather, and grain prices was essential for her family’s livelihood.  She learned making disciplined decisions in uncertain times was crucial to financial success. Inspired by her parents’ entrepreneurship, she earned a degree in finance and her Chartered Accountant designation. Over time, she also acquired her CFP, Chartered Investment Manager and Registered Trust and Estate Planner certifications.

Personal Wealth

Standing Out Podcast: Meghan Dagenais: Restoring Confidence | BYA Special

“If we’re doing a great job, you should never know we’re there.” That’s how Meghan Dagenais describes her fascinating career as co-founder and president of Restoration Co. Providing specialized subcontracting services to home improvement contractors across Canada, Meghan and her team do their important work behind the scenes. But that didn’t stop the Women’s Business Network of Ottawa from noticing Meghan’s energy, determination, and team-building skills, and naming her a finalist in its 2020 Business Woman of the Year Emerging Entrepreneurs category.

Personal Wealth

Standing Out Podcast: Sabrina Fitzgerald: Compartmentalizing Success | BYA Special

As a finalist in the 2019 BYA’s in the Professional Services category, Sabrina Fitzgerald describes a scenic view to becoming the Managing Partner of the National Capital Region of PwC. Stemming from early mentorship from her father, Sabrina opens up to how she consistently discovers ways to be creative inside PwC, including adventure & internal teaching opportunities in Canada.

Personal Wealth

Standing Out Podcast: Roxanne Whiting: Subject to Interpretation | BYA Special

Born to deaf parents, Roxanne Whiting knows the challenges deaf people face as they struggle to hear and be heard. She’s also familiar with the inexperience most people have at interpreting sign language. As co-owner and director of video interpreting for SIGN LANGUAGE INTERPRETING ASSOCIATES OTTAWA (SLIAO), Roxanne is harnessing the latest technologies to bridge these critical communication gaps.

Personal Wealth

Standing Out Podcast: Heather Desjardins: Opening Doors | BYA Special

Having founded Open Door Educational Services in 2013, Heather Desjardins felt as if she was just getting started in a field filled with possibilities. So, she was especially honored to be named a finalist in the Established Entrepreneurs category for the 2020 Women’s Business Network of Ottawa Business Woman of the Year awards. After leading a small academy’s special education program, Heather combined her spark for business strategy with her desire to help a broader range of special ed. students.

Personal Wealth

Standing Out Podcast: Jennifer Reynolds: Make a Fresh Start | BYA Special

As a finalist in the 2020 Women’s Business Network of Ottawa Business Woman of the Year Emerging Entrepreneurs category, Jennifer Reynolds shows how a bit of fresh thinking can invigorate even a relatively staid profession, like divorce attorney. Founder of Fresh Legal, Jennifer was determined to provide a fresh-start approach for individuals seeking mediation or legal services during separation or divorce.

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  • 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.

    Kristine van der Pas-Norenius, Entrepreneur and Strategy Consultant
  • 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
  • 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.

    Charles Armstrong
  • 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
  • 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
  • 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
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    Contact Nancy Graham & Her Team

    • PWL Capital works with clients who have, or will soon have, $2,000,000 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?