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.
Advanced Investing

The Rational Reminder Podcast Episode 80: A Planning Checklist, Portfolio Concentration, and Leverage

For our very first episode of 2020, we kick things off with some quick updates before sharing Cameron’s ten best financial planning strategies for the new year. After laying out some statistics about the great asset class returns that 2019 saw, we get into the wonderful listener questions we have been receiving over the break.

Behavioural Finance

The Rational Reminder Podcast Episode 75: Money & Behaviour: Understanding Investing from a Psychological Perspective with Daniel Crosby

On today’s episode, we have Dr. Daniel Crosby joining us for an insightful discussion about the psychology behind investing behaviour. Dr. Crosby is a behavioural finance expert and asset manager who applies his study of market psychology to help people better understand the financial decisions they make and to shed some new light on our ability to be rational.

Advanced Investing

The Rational Reminder Podcast Episode 74: Playing with FIRE, Having a Belief System, and Term Life Insurance

We are proud to say that last week’s show received our highest amount of downloads yet, with 10 000 in its first week, so a big thank you to our listeners for that. We begin our discussion this week with some takeaways from the Playing With FIRE documentary about doing affordable things that feel good as a way of cutting costs.

Advanced Investing

The Rational Reminder Podcast Episode 73: Finance for Physicians: Personal Finance for High Income Earners with the Loonie Doctor

In today’s episode, we are joined by an exciting guest, The Loonie Doctor, of The Loonie Doctor blog to talk about his work not only on physician finance but also on holistic wealth. A physician by training, The Loonie Doctor has scaled back his practice to put more work into the blog and financial education.

Advanced Investing

The Rational Reminder Podcast Episode 72: Interest Rates, Optimal Asset Location, and Reverse Mortgages

Today on The Rational Reminder Podcast, we talk about the relationship between asset allocation and outcome, the ins and outs of reverse mortgages, and finally, life insurance (or lack thereof) in Canada. However, we begin by sharing some interesting points covered in a recent Barry Ritholtz interview with Eugene Fama and David Booth for his Masters in Business show.