Benjamin Felix

MBA, CFA, CFP, CIM®, 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.
Personal Wealth

The Rational Reminder Podcast 102: Dr. Brian Portnoy: Underwriting a Meaningful Life

Even though we learn that money is merely a means of exchange, a store of value, or a unit of account, it’s so much more than this. Money captures so much of what we grapple with like hope, joy, fear, regret, and envy, yet it’s widely surveyed as being the least spoken-about issue when compared to religion, mortality, and marriage. Dr. Brian Portnoy, the author of The Geometry of Wealth, joins us today to share his view on wealth.

Behavioural Finance

The Rational Reminder Podcast 100: Prof. Kenneth French: Expect the Unexpected

Who better to have on the 100th episode of the Rational Reminder Podcast than Professor Ken French? Ken has been a massive inspiration to us and has remained a guiding light for sensible, evidence-based investors over the last few decades! His work with Eugene Fama stands as the seminal work on the subject of passive investment portfolios and we are so delighted to have him on the show today as we talk through some of his thoughts on a variety of subjects.

Starting Out

The Rational Reminder Podcast Episode 99: Andrew Hallam (Millionaire Teacher): How to be Wealthy (and Happy)

We often talk about better planning, reduced spending and a consistent long-term strategy on the show and today we have a guest who not only gives that advice himself but clearly lives it too! Andrew Hallam is the author of the new book Millionaire Expat in which he details some strategies for what has been called geographic arbitrage, or moving to another part of the world in order to maximize your financial independence!

Advanced Investing

The Rational Reminder Podcast 97: Greg Zuckerman: Did Jim Simons (Renaissance Technologies) Solve the Market?

Today on the Rational Reminder Podcast we interview a seasoned journalist from The Wall Street Journal, Greg Zuckerman. With 23 years of experience with the media outlet, Greg has written extensively about the most prominent figures in the world of investing, including Jim Simons, John Paulson and Carl Icahn, generally focusing his attention on significant trades, traders and fund managers.

Starting Out

The Rational Reminder Podcast 94: The Stock Market vs. The Economy, and Assessing Risk Tolerance

When it comes to the question of whether the economy affects the stock market, it’s not about whether the former is in a good or bad state, but how that relates to what the market was expecting. In today’s episode we get into predictions about labour economics during COVID-19, the relationship between the market and the economy, and how to make decisions that suit your risk tolerance.