Cameron Passmore CIM, FMA, FCSI

Portfolio Manager

Benjamin Felix MBA, CFA, CFP

Associate Portfolio Manager
  • T613.237.5544 x 313
  • 1.800.230.5544
  • F613.237.5949
  • 265 Carling Avenue,
    8th Floor,
  • Ottawa, Ontario K1S 2E1

Is Now a Good Time To Invest?

By Ben Felix · September 8, 2017 - 0 comments

“Tactical” is a great word, isn’t it? It sounds smart. It sounds hands-on. It sounds like you’ve got everything under control, come what may. Too bad, it’s such a bogus idea when it comes to investing.

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What does it take to become a financial advisor?

By Ben Felix · August 11, 2017 - 0 comments

Have you noticed all the new-fangled titles for the same old jobs? Your receptionist is now a director of first impressions, and your technician is found serving up repairs at the Genius Bar. There’s even a new name for your development coordinator: director of getting sh**t done.

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Do I need downside protection?

By Ben Felix · July 14, 2017 - 2 comments

There’s no doubt about it: Losing money hurts. Even the fear of losing money is unpleasant. The financial industry is well aware of this, and sends out its sales force to peddle a comforting idea. It’s called “downside protection.” It’s supposed to allow you to continue enjoying the market’s expected returns while simultaneously dodging its correlated risks.

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