Dan Bortolotti, CFP, CIM, is a Portfolio Manager with PWL Capital Inc. and is securities-licensed by the Canadian Investment Regulatory Organization (CIRO).
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.
Portfolio management and brokerage services are offered by PWL Capital Inc, which is regulated by the Canadian Investment Regulatory Organization (CIRO), and is a member of the Canadian Investor Protection Fund (CIPF).
Financial planning and insurance products are offered by PWL Advisors Inc., and is regulated in Ontario by Financial Services Commission of Ontario (FSCO) and in Quebec by the Autorité des marchés financiers (AMF). PWL Advisors Inc. is not a member of CIPF.
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