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Investing Blog Roundup: Blogger (Not This One) Goes Pro

This week, one of my favorite investment writers — Dan Bortolotti of Canadian Couch Potato — announced that he’s joining up with an advisory practice in Toronto to offer a flat-fee planning service to almost-DIY investors.

Interestingly, I can’t think of any other bloggers/writers who have made such a shift in the past, despite it seeming like a fairly natural transition. I wonder if we’ll see more of this sort of thing in the next few years.

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  1. Congrats to Dan! I think it’s a natural progression for some personal finance and investing bloggers/writers. Over time we pick up knowledge and passion and then want to use it. Seems like he found a good fit.

  2. Wade Pfau says:


    Thanks as always! And I agree that it does seem like a somewhat natural transition for a popular personal finance blogger to shift into actual advising for actual clients. This will be an interesting trend to watch. Best, Wade

  3. Something for Mike to think about as well. :-)

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