2014 Press Releases

Credential Direct Hosts Webinar with Dan Bortolotti to Help Investors Build the Perfect ETF Portfolio

by User Not Found | Mar 05, 2014

Award-winning Canadian Couch Potato blogger partners with Credential Direct to offer tips to investors

March 5, 2014 — Vancouver, BC — Credential Financial’s online brokerage, Credential Direct, is teaming up with the creator of the popular investment blog Canadian Couch Potato, Dan Bortolotti, to host a complimentary webinar on March 12, 2014 at 9:00 am PST / 12:00 pm EST. The webinar will help Canadian investors through the process of designing, implementing and maintaining a diversified portfolio with exchange traded funds (ETFs).

“The sheer amount of information available to do-it-yourself investors these days actually makes investment choices more difficult than ever”, said Dan Bortolotti. “We’ve developed this webinar to equip investors with the knowledge and tools to confidently build their own ETF portfolios, as well as empower them to make better financial decisions.”

Dan Bortolotti’s popular investment blog, Canadian Couch Potato, is geared towards Canadians who want to learn more about investing using ETFs and index mutual funds. In 2011, Canadian Couch Potato was selected as the best investment blog in Canada by The Globe & Mail. He is also the editor-at-large at MoneySense and author of The MoneySense Guide to the Perfect Portfolio, a handbook for do-it-yourself investors.

“Given the hundreds of ETFs listed on the Toronto Stock Exchange, it’s challenging for the do-it-yourself investor to even know where to start”, said Jim Lund, Vice President, Online Brokerage Services, Credential. “We’re thrilled to bring in a trusted expert like Dan Bortolotti to lead our investors through the exercise of creating an impeccable ETF portfolio.”

for the webinar today:
Date: March 12, 2014
Time: 9:00 am PST / 12:00 pm EST
Duration: 60 minutes

For more information on the webinar, click here.

About Credential Direct
Established in 2000, Credential Direct is an online brokerage delivering access to self-managed equity, mutual funds, bonds, and options trading to all Canadians. A division of Credential Securities Inc., it offers a comprehensive partnership service to financial firms looking to expand their wealth management offering to include online brokerage. For more information on Credential Direct, visit www.credentialdirect.com

About Credential Financial Inc.
Credential Financial is a national wealth management firm, with over 20 years of experience in the Canadian financial services industry, offering a full suite of products and services to over 225 organizations and more than 1,300 advisors. Credential and its member companies (Credential Asset Management, Credential Securities, Credential Correspondent Partners, Credential Direct, and Credential Insurance Services) provide MFDA and IIROC dealer services, trading and custodian services, online brokerage, and insurance solutions to credit unions and independent financial institutions across Canada. For more information, visit www.credential.com.

For more information, please contact:
Armita Seyedalikhani, Senior Manager, Strategic Communications
Credential Financial Inc.

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