Dan Bortolotti

Dan Bortolotti

MoneySense Consulting Editor, portfolio manager with PWL Capital

Blog: Canadian Couch Potato

What to look for when choosing a financial advisor

Online only, 14/02/2019 / Comments (0)

Ali has two advisors and wants to consolidate his portfolio, but how to decide which one?

Why GICs deserve a place in any fixed income portfolio

Online only, 05/02/2019 / Comments (0)

As interest rates rise Frank is looking to GICs because his bond funds aren’t making gains

Investing tips for dual citizens of Canada and the U.S.

Online only, 28/01/2019 / Comments (0)

TFSAs are best avoided, RRSPs can work for you, and other financial wisdom

Should Marcel move all his RRIF investments to a low-risk balanced fund?

Online only, 18/12/2018 / Comments (0)

He wants to lock in equity gains and reduce volatility

What to do if you have too much money invested in one stock

Online only, 30/11/2018 / Comments (0)

Harvesting tax losses and deferring government benefits are two things to consider

Are dividend ETFs a good investment for Couch Potato investors?

Online only, 23/11/2018 / Comments (0)

Or is simply holding total return ETFs a better choice?

foreign currency exchange etf

Should you invest in foreign ETFs?

Online only, 12/11/2018 / Comments (0)

For the most part, it’s inefficient and a record-keeping nightmare

How to invest to get $35,000 annually in income

Online only, 22/10/2018 / Comments (0)

Jerry is 60, just lost his job and has $580,000 in investments

Should you put all your retirement savings in a low-fee balanced fund?

Online only, 15/10/2018 / Comments (0)

Tina wants to lower her fees and also improve her annual returns. Is this the right tactic?

What’s the “catch” with the new “no-fee” Fidelity index mutual funds?

Online only, 08/10/2018 / Comments (0)

Kevin is considering buying some for his investment portfolio

Which ETFs make sense for an 18-year-old starting a TFSA?

Online only, 24/09/2018 / Comments (0)

Sam plans to match his daughter Alie’s contributions for 20 years

Is investing 100% in an S&P 500 ETF smart?

Online only, 17/09/2018 / Comments (0)

Warren Buffett recommends it, but experts say it’s better to diversify

interest rates hourglass investment

GIC vs. aggregate bond ETF: Which is best for a retiree?

Online only, 10/09/2018 / Comments (0)

This investor wants some protection against rising interest rates

Which fixed-income ETFs are best for RRSPs?

Online only, 04/09/2018 / Comments (0)

Here’s how they differ and the pros and cons of each

ETF or index mutual fund—which is best for an RESP?

Online only, 27/08/2018 / Comments (0)

The right choice is about more than just fees