Member

Dan Bortolotti

Toronto

PWL Capital

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Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Dan Bortolotti

Member Bio

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Specializations

Corporate Financial Planning
Financial Planning
Investment Management
Portfolio Management
Retirement Income Planning
Tax Planning

Designation(s)

CFP (Canada)
CIM

Compensation Models

Fee based (AUM)

Professional Associations

No items found.

Education

University

Assets Under Management

Practice Size

Over 50

Investment License

Portfolio Manager

Provinces Licensed (Investment)

Alberta
British Columbia
Manitoba
New Brunswick
Newfoundland and Labrador
Nova Scotia
Ontario
Quebec
Saskatchewan
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