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®)

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