Finding an Index-Friendly Advisor

Since launching Canadian Couch Potato a year ago, I’ve received a number emails from readers who are interested in index funds and ETFs, but who are uncomfortable handling their own investments. Some want a full-service advisor, while others just need a planner who will review their current portfolio and help them create a roadmap for […]

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Since launching Canadian Couch Potato a year ago, I’ve received a number emails from readers who are interested in index funds and ETFs, but who are uncomfortable handling their own investments. Some want a full-service advisor, while others just need a planner who will review their current portfolio and help them create a roadmap for the future. So I’m pleased to announce a new feature called Find an Advisor, a national directory of index-friendly professionals.

Advisors listed in the directory must meet certain criteria. First, they must offer their clients ETFs, index mutual funds, or asset-class funds such as those offered by Dimensional Fund Advisors (which are not available to DIY investors). Financial planners who do not manage portfolios are also included, as long as they have the expertise to help their clients set up a passively managed portfolio.

Second, the advisors must work on a fee-only or fee-based compensation model. If they do receive commissions from products in their lineup (such as Series A mutual funds or advisor-class ETFs), this must be openly disclosed in the listing.

It’s not easy to find an advisor who embraces indexing. I hope this service will help match budding Couch Potatoes with a like-minded financial professional.

Couch Potato Live!

I’d also like to let readers know that I will be doing a presentation at The Investment Show in Toronto this Saturday, February 5, at 2 p.m. the Hyatt Regency Hotel in downtown Toronto.

My talk is called “Stay Passive, My Friends,” and is an introduction to index investing. If you’re attending the show, please stop by the Canadian Money Saver booth and say hello. (Unless you’re a dividend investor who wants to hurt me.)

24 comments on “Finding an Index-Friendly Advisor

  1. Good idea but your "Find an Advisor" link has an error when clicked.

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    • The link has been fixed. Thanks for the heads up Marie.

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      • Not sure it has. I just clickd on it again and it take me to an error message on Couch Potatoe's website where it says…You 404’d it. Gnarly, dude.

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          • Excellent. Thx.

  2. Hello, thanks, nice idea.
    Probably some people who usually read your posts have some nice experience as investors (self-directed), and maybe a percentage of them also would like to put that knowledge available to other people (like you do by writing this blog). Wondering if it could be possible to set up a resource site for those who may want to become 'couch potato-style' advisors?

    Reply

  3. I simply want to tell you that I’m newbie to blogging and site-building and actually loved you’re web blog. Most likely I’m going to bookmark your blog post . You definitely have superb stories. Thanks for sharing with us your blog site.

    Reply

  4. Well, that is fine, but think about additional choices we’ve got here? Do you mind making another post regarding them as well? Kudos!

    Reply

  5. We clearly need to think even more in that course to see things i can do about it.

    Reply

  6. Well, that’s decent, however what about additional choices we’ve got here? Would you mind publishing another article regarding all of them also? Regards!

    Reply

  7. There is evidently a bunch to know about this. I feel you made certain nice points in features also.

    Reply

  8. Nice post. I was checking constantly this blog and I am impressed! Very useful info specifically the last part :) I care for such information much. I was looking for this particular info for a long time. Thank you and best of luck.

    Reply

  9. Hm, Now i’m ok with this nevertheless not totally sure, hence i’m going to research a little bit more.

    Reply

  10. I seemed to be aware of this already, nevertheless there have been several beneficial pieces which completed the image for me personally, many thanks!

    Reply

  11. Alright, this is a nice beginning however i’ll have to take a look at that a great deal more. Will let you know just what else there really is.

    Reply

  12. Can I simply say what a reduction to seek out somebody who actually knows what theyre talking about on the internet. You definitely know the best way to bring a problem to mild and make it important. Extra people need to learn this and understand this facet of the story. I cant imagine youre not more widespread because you definitely have the gift.

    Reply

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