Benjamin Felix

MBA, CFA, CFP, Associate Portfolio Manager

Born and raised on Vancouver Island, BC, Benjamin completed a degree in mechanical engineering before pursuing a career in financial services via the MBA program at Carleton University’s Sprott School of Business.
Born and raised on Vancouver Island, BC, Benjamin completed a degree in mechanical engineering before pursuing a career in financial services via the MBA program at Carleton University’s Sprott School of Business.
Starting Out
Young Men Board Presenting Stats Graph

What’s a Normal Stock Return?

Here’s are two trick questions: Are you normal? Am I normal? Common sense tells us it’s impossible to answer either without also asking: Compared to what? For example, check out this image of the Passmore & Felix team on our newly updated website.

Personal Wealth
Mother Watching Child by xavier mouton photographie on unsplash

Life Insurance: Who Needs It?

Do you really need life insurance? If you struggle with this question, you’re in good company. It doesn’t help that insurance agents are often perceived as pushy sales people who stand to make larger commissions if they sell more expensive products.