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).
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. For an introduction to the strategy, read the Frequently Asked Questions.
The blog’s author is Dan Bortolotti, a licensed 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 in 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 contributing editor), Canadian MoneySaver and Financial Post. Dan is also the author of The MoneySense Guide to the Perfect Portfolio, a complete guide to index investing in Canada, which was published in three editions.
Dan’s has won numerous awards for his writing on personal finance. Just one year after it was launched in 2010, Canadian Couch Potato was selected by The Globe and Mail as the best investing blog in Canada. Dan’s feature writing in MoneySense won a National Magazine Award (Silver) in 2014, and he has been nominated for seven other NMAs since 2010. He was named Journalist of the Year by the CFA Society of Toronto in 2013, and he received the TSX Private Markets Award for Outstanding Internet Presence at the Wealth Professional Awards in 2015.
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.