Disclaimer and Policies

Dan Bortolotti is an associate portfolio manager with PWL Capital Inc. and is securities-licensed by the Investment Industry Regulatory Organization of Canada (IIROC).

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.

Regulated by IIROC and CIPF

Portfolio Management and brokerage services are offered by PWL Capital Inc, which is regulated by Investment Industry Regulatory Organization of Canada (IIROC), 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.

Privacy policy

Canadian Couch Potato takes your privacy seriously. Subscribers who submit their email addresses will receive only new blog posts: you will not receive advertising emails of any kind, nor will your email address be shared with third parties, including PWL Capital.

This blog uses Google Analytics to track visitors’ traffic. This service uses “cookies,” which are text files placed on your computer, to help Google analyze how users navigate the site. For complete information, visit the Google Privacy Overview.

Advertising policies

Canadian Couch Potato uses Google AdSense and accepts banner advertising from selected sponsors. 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.