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Dan Bortolotti is a journalist, not a licensed financial advisor. Under section 34 of the Ontario Securities Act, members of the media are “exempt from the requirement to be registered as an adviser under this Act while engaging in the business of providing advice with respect to investing in or buying or selling securities” as long as the advice is “not purported to be tailored to the needs of anyone receiving the advice.”
In accordance with this law, Canadian Couch Potato is presented as an educational resource and should not be construed as individualized investment advice, nor as a recommendation to buy or sell specific securities. The funds and portfolios discussed on the site are examples only and may not be appropriate for your individual circumstances.
The Couch Potato strategy will result in losses during any period of decline in the broad stock and bond markets. All investments carry the risk of loss. It is the responsibility of individuals to do their own due diligence before investing in any index fund or ETF mentioned on this site.
Canadian Couch Potato takes your privacy seriously. Subscribers who submit their email addresses will receive only new blog posts—rest assured you will not receive advertising emails of any kind, nor will your email address be shared with third parties.
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Canadian Couch Potato uses Google AdSense and accepts banner advertising from selected sponsors and affiliate partners. Recommended books are linked to an affiliate account with Amazon.ca.
Canadian Couch Potato does not, and will not, accept sponsored posts or sponsored links of any kind.
Financial professionals who appear in the Find an Advisor directory pay a fee for inclusion. These advisors have been selected because their services include helping clients implement an indexing strategy with ETFs or passively managed mutual funds. However, inclusion in the directory does not constitute an endorsement of any individual advisor or firm.
Dan Bortolotti has an employment contract with PWL Advisors Ltd. to offer a service for do-it-yourself investors. However, he receives no referral fees from any financial advisor.