View Document Preview and Link Document Date: 2013-04-03 10:31:25 Open Document File Size: 114,69 KB Share Result on Facebook
City Toronto / / Company AMF / PWL Advisors Inc. / PWL Capital Inc / Skype / Shannon Dalziel Investment Advisor PWL Capital Inc. / Dan Bortolotti Financial Planning Consultant PWL Advisors Inc. / Microsoft / B.Comm Associate Portfolio Manager PWL Capital Inc. / / Country United States / Canada / / Currency USD / / / IndustryTerm online account / advisory services / brokerage services / discretionary portfolio management / online brokerage / insurance products / online brokerages / / Organization Canadian Investor Protection Fund / Investment Industry Regulatory Organization of Canada / Financial Services Commission of Ontario / / Person Justin Bender / Clete Purcell / William Bernstein / Shannon Dalziel / Dan Bortolotti / / / Position Financial author / custodian / advisor / financial journalist / financial journalist / author / investment advisors / full-service advisors / financial planner / professional advisors / full-service advisor / / ProvinceOrState Quebec / Ontario / / PublishedMedium The MoneySense Guide / / SocialTag 
DIY Investor Service Many Canadians are committed to managing their own money, but being a do-it-yourself investor is harder than it sounds. Even those familiar with index investing and ETFs frequently have portfolios th