Canadian Couch Potato: Planning vs. Investing

Originally published on the Canadian Couch Potato on December 15, 2016

This interview with friend and colleague Dan Bortolotti at the beginning of his (now ended) Canadian Couch Potato podcast gets into the important (and frequently misunderstood) differences between financial planning and investment management, why it’s important for plans need to come before products, and the growing presence of robo-advisors in Canada.

Listen to the full episode below.