VizMetrics was founded in 2002 to help improve results through better comparisons and analysis. Our founders recognized that there had to be a better, faster way to get the right information into the minds of investors. VizMetrics Portfolio Recipes at www.recipeinvesting.com that allow investors to use and compare various tactical portfolio algorithms, as well as static asset allocation strategies. From the beginning, we have focused on maximizing results with high-visibility tools and superior data visualization.
Canadian Couch Potato's author is Dan Bortolotti, an investment advisor with PWL Capital in Toronto who has completed the FPSC Level 1 certification in financial planning. In addition to providing portfolio management (using the same strategies described on this blog) and planning services for clients, Dan and his colleagues offer a unique DIY Investor Service for those who need helping setting up index-fund portfolios they can manage on their own.
Dan is also a veteran journalist and author who has written about personal finance for many Canadian magazines, including MoneySense (where he is a columnist and consulting editor), Canadian MoneySaver and Financial Post. His articles have earned six National Magazine Awards nominations, and in 2013 he was named Journalist of the Year by the CFA Society of Toronto. Dan is also the author of The MoneySense Guide to the Perfect Portfolio, a complete guide to index investing in Canada, now in its third edition.