Dan works with clients to combine investment management with long-term financial planning. He also promotes investor education through his blog, articles and podcast.
Personal Wealth
Canadian Couch Potato - Episode 13

Canadian Couch Potato – Podcast 13: Here Come the Robots

In Episode 13 of the Canadian Couch Potato podcast, we turn our attention to one of the most significant trends in ETF investing: the rise of robo-advisors. As Rob Carrick recently wrote in the Globe and Mail, “It’s time to stop treating robo-advisers as a novelty and start considering them as a smart option for people seeking help in building an investment portfolio.”

Personal Wealth
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Canadian Couch Potato – Podcast 11: Fighting Evil With Index Funds

Our featured interview this time around is with Mike Foy, senior director of the Wealth Management Practice at J.D. Power, the well-known research firm. Mike was the lead author on the Canadian Self-Directed Investor Satisfaction Study, released in September. The survey included some 2,500 clients of the major online brokerages in Canada.

Personal Wealth
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Canadian Couch Potato – Podcast 10: MoneySense, We Hardly Knew Ye

If you’ve been a reader for a while, you know that I have a long association with MoneySense, a magazine I contributed to for some 15 years as a feature writer, columnist, and editor. MoneySense didn’t invent the Couch Potato strategy, but the magazine brought the idea to Canada around the turn of the millennium, when index funds were rare and ETFs were almost completely unknown to the public.