Portfolio Manager, Head of Research, MBA, CFA, CFP®, CIM® Benjamin Felix 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. Benjamin is co-host of the Rational Reminder Podcast and the host of a popular YouTube series. IDEAS & INSIGHTS TEAM CONTACT Menu IDEAS & INSIGHTS TEAM CONTACT IDEAS & INSIGHTS TEAM CONTACT Benjamin Felix is the Head of Research at PWL Capital, a Canadian wealth management firm known for its publicly available thought leadership. PWL creates resources for Canadian investors including white papers, model portfolios, and research content. Benjamin co-hosts a podcast, the Rational Reminder, and is the host of a YouTube channel which together reach hundreds of thousands of people in Canada and around the world. Benjamin joined PWL Capital in 2013 after completing a degree in mechanical engineering and an MBA in financial management. He is a CFA charterholder and a CFP professional. Benjamin is passionate about using evidence to frame important financial decisions, while also considering the psychological impact of those decisions. Benjamin’s credentials include: • Northeastern University – BSc, Mechanical Engineering • Carleton University – MBA, Finance • CFA Charterholder • CFP Professional • Chartered Investment Manager (CIM®) Read more Hide Benjamin Felix Finding and Funding a Good Life PWL Capital 2022-05-9T13:51:58 May 9, 2022 Is a higher paying job with longer hours worth it? How should you prioritize saving for the futureagainst enjoying life today? Should you rent or […] Behavioural Finance Rational Reminder Podcast Episode 136: Chasing Top Fund Managers Oct 20, 2021 Behavioural Finance Rational Reminder Podcast Episode 139: Prof. Jay Ritter: IPOs, SPACs, and the Hot Issue Market of 2020 Oct 20, 2021 Personal Wealth Market Research Posted vs. Forward-Looking MERs Oct 20, 2021 Market Research Starting Out Episode 159: Bill Schultheis: Build Wealth and Get on With Your Life Oct 20, 2021 Starting Out PWL has provided me with the peace of mind that comes from knowing my investments aren't exposed to unnecessary risks. They've always made a point of promptly answering any questions I've had and processing all my instructions in an expeditious manner, which has led to a very positive working relationship. Justin, Shannon and PWL Capital have demonstrated a confident professionalism and realistic understanding of my financial situation and expected requirements. They have given me the sense of security and trust that I am looking for: I feel that I am in good hands. Shannon and Justin are a rare find in the industry. Before switching I was being charged up to 2.5% in hidden fees. PWL took the time to set me up with a plan that openly states their fees and clearly articulated the nature of the investments. It’s refreshing to meet a team so up-to-date with the latest technology. I can't recommend this team's services enough. PWL Capital has handled my finances for about 10 years. My confidence level is high as I start into a time of life when significant transitions are made. I rest assured that PWL and its staff are on top of my financial affairs and work within a conservative, reliable and standards-driven organization. We both felt very comfortable with the planning process and the obvious skills of Shannon and Justin. We feel confident about working together in the future with all members of the team. We decided to sign on with Justin and Shannon at PWL Capital for several reasons: the passive investment model, good interpersonal skills, transparency with regards to fees, and adherence to the fiduciary standard. I would have no hesitation to recommend this team. Capital Team Rational Reminder Blog This blog is about personal finance for Canadians, with a focus on investing and portfolio management. Rational Reminder Podcast The Rational Reminder Podcast is your weekly reality check on sensible investing. Contact the Capital Team PWL Capital Team works with Canadians from coast-to-coast whose household investable assets total $1 million or more. Get in touch with us to find out more. 1About You2About Your Investments Name* TitleMr.Mrs.MissMs.Dr.Prof.Rev. Prefix First Last Email* Phone*City ProvinceAlbertaBritish ColumbiaManitobaNew BrunswickNewfoundland and LabradorNorthwest TerritoriesNova ScotiaNunavutOntarioPrince-Edward IslandQuebecSaskatchewanYukonInvestable Assets*$1,000,000 - $2,000,000$2,000,000 - $3,000,000$3,000,000 - $5,000,000$5,000,000 - $10,000,000$10,000,000 + How did you hear about us?*ReferralYouTube - Common Sense InvestingRational Reminder PodcastRadio AdvertisingSocial MediaMedia and PressGoogleOtherWhy do you want work with PWL?What are you looking for from PWL? Check all that apply Better investment performance Investment philosophy Financial planning Estate planning Tax planning Insurance planning Other Please specify How do you currently manage your investments? I have never invested before I manage my own investment portfolio I use a Robo advisor I work with a financial advisor I have accounts with more than one financial advisor Subscribe to the Rational Reminder Newsletter. 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Benjamin Felix Finding and Funding a Good Life PWL Capital 2022-05-9T13:51:58 May 9, 2022 Is a higher paying job with longer hours worth it? How should you prioritize saving for the futureagainst enjoying life today? Should you rent or […]
Behavioural Finance Rational Reminder Podcast Episode 136: Chasing Top Fund Managers Oct 20, 2021 Behavioural Finance
Rational Reminder Podcast Episode 139: Prof. Jay Ritter: IPOs, SPACs, and the Hot Issue Market of 2020 Oct 20, 2021 Personal Wealth
Starting Out Episode 159: Bill Schultheis: Build Wealth and Get on With Your Life Oct 20, 2021 Starting Out
PWL has provided me with the peace of mind that comes from knowing my investments aren't exposed to unnecessary risks. They've always made a point of promptly answering any questions I've had and processing all my instructions in an expeditious manner, which has led to a very positive working relationship.
Justin, Shannon and PWL Capital have demonstrated a confident professionalism and realistic understanding of my financial situation and expected requirements. They have given me the sense of security and trust that I am looking for: I feel that I am in good hands.
Shannon and Justin are a rare find in the industry. Before switching I was being charged up to 2.5% in hidden fees. PWL took the time to set me up with a plan that openly states their fees and clearly articulated the nature of the investments. It’s refreshing to meet a team so up-to-date with the latest technology. I can't recommend this team's services enough.
PWL Capital has handled my finances for about 10 years. My confidence level is high as I start into a time of life when significant transitions are made. I rest assured that PWL and its staff are on top of my financial affairs and work within a conservative, reliable and standards-driven organization.
We both felt very comfortable with the planning process and the obvious skills of Shannon and Justin. We feel confident about working together in the future with all members of the team.
We decided to sign on with Justin and Shannon at PWL Capital for several reasons: the passive investment model, good interpersonal skills, transparency with regards to fees, and adherence to the fiduciary standard. I would have no hesitation to recommend this team.