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Articles By Dan Bortolotti:

Columns

A Chat With Vanguard Canada: Part 2

Here’s another excerpt from my recent interview with Atul Tiwari, Dennis Duffy and Joel Dickson of Vanguard. These questions...

A Chat With Vanguard Canada: Part 2

Columns

A Chat With Vanguard Canada: Part 1

When Vanguard announced its arrival in Canada this summer, investors welcomed the company with open arms: perhaps no country...

A Chat With Vanguard Canada: Part 1

Columns

The Timeless Harmony of a Balanced Portfolio

Deciding on the right asset allocation can cause investors a lot of grief—far too much, in fact, since there...

The Timeless Harmony of a Balanced Portfolio

Columns

A Perfect Plan for the Holidays

In the spirit of holiday giving, Justin Bender, portfolio manager with PWL Capital in Toronto, has approached me with...

A Perfect Plan for the Holidays

Columns

Ask the Spud: Am I Vulnerable to US Estate Taxes?

Q: I am ready to follow the Couch Potato and would like to use the US-listed Vanguard ETFs that...

Ask the Spud: Am I Vulnerable to US Estate Taxes?

Columns

Why You Should Beware of First Dates

Imagine that you’re the marketing director for MegaAlpha Investments and you want to advertise two of your mutual funds....

Why You Should Beware of First Dates

Columns

Another Promise of a Free Lunch

Earlier this month, Mackenzie Investments produced this advertisement for the Mackenzie Sentinel Corporate Bond Fund. The banner headline reads...

Another Promise of a Free Lunch

Columns

Can the Pros Time the Market?

I never meant to make you cry And though I know I shouldn’t call It just reminds us of...

Can the Pros Time the Market?

Columns

How to Pick Last Year’s Winners

For several years now, I’ve been encouraged that Canadians are coming around to the idea that trying to pick...

How to Pick Last Year’s Winners