Team Resources

Waterloo Team

Toronto Team

Nancy Graham & Her Team

  • Team Graham Model Portfolios – December 31, 2020
    Summary

    This document provides the performance data for Model Portfolios for December 2020, as compiled by Nancy Graham & Her Team.

    Contributors
  • The Investment Answer (Goldie & Murray, 2011)
    Summary

    Jargon-free and written for all investors — experienced, beginner, and everyone in between — The Investment Answer distills the process into just five decisions — five straightforward choices that can lead to safe and sound ways to manage your finances.

  • The Behavior Gap
    Summary

    As a financial planner, Carl Richards grew frustrated watching people he cared about make the same mistakes over and over with their money. They were letting emotion get in the way of making smart financial decisions. He named this phenomenon—the distance between what we should do and what we actually do— “the behavior gap.”

Compliance

Peter Guay Team

Research Department

Passmore & Felix Team

Parkyn - Doyon La Rochelle Team