Transitioning From Personal Finance Blogger and Writer to Financial Advisor from a Canadian Perspective: Interview Wi...
  • 11/12/2014
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Transitioning From Personal Finance Blogger and Writer to Financial Advisor from a Canadian Perspective: Interview Wi...

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Descripción de Transitioning From Personal Finance Blogger and Writer to Financial Advisor from a Canadian Perspective: Interview Wi...

Today, I have a really great interview on finance from a Canadian Perspective. But make sure to listen whether you're Canadian or not.
My guest is Dan Bortolotti, founder of the Canadian Couch Potato website. He has a really great story where he began as a personal finance writer and blogger and later moved into the space of being a professional financial advisor.
We chat about:

The value of a paying fees to a financial advisor
The fit between PF writer and advisor
Canadian tax law and retirement accounts
Indexing from a Canadian perspective and similarities to the US market
Home country bias
And more!

Enjoy!
Joshua
Links:

Canadian Couch Potato
Dan's DIY Investor Service

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