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Nancy Graham, CPA, CA, CFP, CIM

Advisor Ottawa, Canada Area, CA

Portfolio Manager, PWL Capital Inc and Advisor, PWL Advisors.

Portfolio Manager, PWL Capital Inc and Advisor, PWL Advisors.

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following
1 vouches

Involved In

Advisor

PWL Capital
PWL Advisors

Positions

Portfolio Manager PWL Capital Inc February 2000 - present
Advisor PWL Advisors 2000 - present
Member Womenss Business Network 2005 - 2015
Member of Board of Govenors Community Foundation of Ottawa 2005 - 2011
Chair, Nominations and Awards Committee Womens Business Network 2003 - 2005
Manager, Taxation BDO Dunwoody 1996 - 2000
Senior Manager, Taxation EY 1983 - 1996

Education

University of Manitoba Finance 1976 - 1980
Insititute of Chartered Accountants of Manitoba Accounting

Interested In

Markets of Interest
  • • Financial Services
  • • Commerce
  • • Cloud Services
  • • Consumer Electronics
  • • Wearable Tech
  • • Transportation
  • • Small Businesses
  • • Media
  • • Productivity Tools
  • • Mobile
  • • Enterprise Software
  • • Healthcare
  • • Content

You Should Know About Me

Key Accomplishments

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Avedis Menechian
They're my mentor  •  CEO, Storm Internet and Founder, President, Clear Imagination Inc.. University of Ottawa grad.
listens well and services customers well.