About

Welcome to Canadian Couch Potato. This blog is designed for Canadians who want to learn more about investing using index mutual funds and exchange-traded funds (ETFs). It was launched in 2010, and the following year it was selected by The Globe and Mail as the best investing blog in Canada.

The Couch Potato strategy—also called index investing, or passive investing—is growing in popularity as more people become disillusioned with overpriced, actively managed mutual funds and stock-picking strategies that try, usually in vain, to beat the market.

If you’re a Canadian investor who is thinking about embracing the Couch Potato strategy—or if you’re already one of the enlightened and you want to deepen your knowledge—you’ll find all the information you need right here.

The blog’s author is Dan Bortolotti, an investment advisor with PWL Capital in Toronto who has completed the FPSC Level 1 certification in financial planning. In addition to providing portfolio management (using the same strategies described on this blog) and planning services for clients, Dan and his colleagues offer a unique DIY Investor Service for those who need helping setting up index-fund portfolios they can manage on their own.

Dan is also a veteran journalist and author who has written about personal finance for many Canadian magazines, including MoneySense (where he is a columnist and consulting editor), Canadian MoneySaver and Financial Post. His articles have earned six National Magazine Awards nominations, and in 2013 he was named Journalist of the Year by the CFA Society of Toronto. Dan is also the author of The MoneySense Guide to the Perfect Portfolio, a complete guide to index investing in Canada, now in its third edition.

The information on this site is provided for educational purposes only and should not be considered investment advice nor a recommendation to buy or sell individual securities. Before browsing the site, please read the Disclaimer and Policies page.