Dan Bortolotti
Dan Bortolotti is Portfolio Manager at PWL Capital. He works with clients to combine investment management with long-term financial planning. Bortolotti also promotes investor education through his blog, articles, and podcast. He began his career as a journalist, spending more than 20 years as a magazine writer and editor and publishing nine nonfiction books. He eventually specialized in writing about personal finance, with a focus on low-cost index investing.
Dan Bortolotti Professional Experience / Academic History
Professional Experience
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Portfolio Manager
Academic History
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BA, English
- Dan Bortolotti received his Certified Financial Planner and Chartered Investment Manager designations in 2015.
- Canadian Couch Potato, Dan’s popular investing blog, debuted in 2010 and continues to be one of the most trusted resources in the country.
- His podcast of the same name launched in 2016 to bring the message to a wider audience.
- He continues to write for MoneySense.ca, as well as the Globe and Mail and other publications.
- He has received a number of awards for his work, including:
- Journalist of the Year, CFA Society of Toronto, 2013 and 2017
- Horizons ETFs Award for ETF Champion of the Year, 2017
- TSX Private Markets Award for Outstanding Internet Presence, 2015
- National Magazine Award (Silver), Personal Finance, 2014
- Best investing blog, Globe and Mail, 2011