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
Piggy Bank Savings Hands Dropping Coins

Canadian Couch Potato – Podcast 21: Larry Swedroe on Investing in Retirement

In my final podcast episode of 2018, I’m joined by Larry Swedroe, who has long been one of my favourite authors on investing and financial planning. Larry and I discuss his latest book, Your Complete Guide to a Successful & Secure Retirement, and we focus on the challenges investors face as they approach the end of their careers.

Advanced Investing
Pushing-Cart-Shopping-Outside-Mall

Canadian Couch Potato – Podcast 20: One-Stop ETF Shopping

I’ve always tried to stress that successful investing is about the right process, not the right products. But good products certainly help. In the latest episode of the podcast, my guest is Todd Schlanger of Vanguard Canada, who was one of the architects behind the firm’s asset allocation ETFs, launched earlier this year to great fanfare in the DIY investing community.

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.”