Transition Lead, Portfolio Manager, CPA, CA, CIM, CFP, love golf and hot yoga. Transparent investing, changing the way you invest.
Ottawa
Joined February 2010
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Virtual walk in support of Women’s Mental Health. @TheRoyalMHC #RunforWomen2021 #togetherweareunstoppable @RoyalTraceyLee
Nancy Graham retweeted
Gr 9 Erika Avellaneda made this stunning prom dress out of 17 rolls of duct tape, for a chance to win scholarship money. Hear how she did it on 91.5fm CBC LISTEN App bit.ly/3qXqrIL
Nancy Graham retweeted
I’ve asked my 3rd year illustration students at @sva to come up with a post-pandemic New Yorker magazine cover. Here is what they sent in:
Nancy Graham retweeted
“When we start a relationship with somebody, we talk about unexpected events and how portfolios are built to get through them. We create that expectation at the front end,” says @NancyGrahamPWL at @PWLCapital.
theglobeandmail.com/investin…
Standing Out | Introducing our new podcast!
linkedin.com/pulse/standing-… via @LinkedIn
Market Statistics - May 2020 | PWL Capital. Since March declines markets have shown recovery. I hope when you look at your portfolio you see the same. #evidencebasedinvesting #staythecourse #investmentstrategy pwlcapital.com/resources/mar…
Nancy Graham retweeted
COVID-19 update for May 29, 2020. Check back daily for updates or visit Ontario.ca/coronavirus
Nancy Graham retweeted
Signup sheet for #Canadian scientists who can help w/ COVID-19 testing: moriartylab.org/covid-19-vol…
@jwoodgett @janephilpott @picardonhealth @cbcwhitecoat @CaulfieldTim @DrJenGunter @cyclocrossguy @UofTDentistry @uoftmedicine can you help get this out? It's ok if not.
Thank you
#Canadians scientists, senior PhD students, PDFs, techs w/ skills for #COVID-19 testing in pub health labs, we are setting up sign up sheet. Signup page will be up soon.
Pls share w/ everyone who can help, follow me for updates.
@jwoodgett @uoftmedicine @bme_uoft @DFisman
Nancy Graham retweeted
Imagine investor who sold yesterday, now sees S&P up about 7%, what to do? Can he buy, knowing the uncertainty about how long the crisis will be or how deep? And what if it goes up big tomorrow? That's the problem. Once you sell there is no green light saying it's safe again.
Nancy Graham retweeted
Enough is enough. To those who are still hanging out with friends or hosting dinner parties: Do the right thing and stay home. And while you’re at home, share this video to remind others they need to stay home too. #PlankTheCurve
Nancy Graham retweeted
To play our part and help prevent the spread of #COVID19, we have asked our employees to work from home. Our advisors are equipped to log into our secure private network to securely serve you.
If you have any questions or concerns, your advisor team is ready to help.
Nancy Graham retweeted
Really nice to hear our book Your Complete Guide to a Successful and Secure Retirement, won the Axiom Business Book Silver Medal for 2020!
And one of the benefits of reading my books is that I'm always happy to answer questions from readers.
axiomawards.com/86/award-win…
Nancy Graham retweeted
Very cool! @JustinTrudeau is here at @sheeo_world ...in listening mode!!! 💪💪💪 #radicalgenerosity (I also wonder if he’d recognize me - I led his social team years ago) – at Toronto, Ontario
Kick off of Rethink reorganize @sheeo_world global summit. 5 years in 5000 activators 5 countries 5 million loaned out to women led ventures working on the worlds to do list. #radicalgenerosity
Nancy Graham retweeted
GGFL’s Margot Sunter (right) had the pleasure of announcing the 3 finalists for the BYA Established Entrepreneur award tonight. Congratulations to Heather Desjardins, Jennifer Stewart and Roxanne Whiting. #BYAs2020
Nancy Graham retweeted
Our founder, Jennifer, has been nominated for a Businesswoman of the Year Award! This photo shows just a few of the amazing women who were nominated this year. Check out @WBN_Ottawa for the full nominee list. Best of luck to the all the nominees! #BYAs2020
