Ideas & Insights Our Advisors Our Teams Resources White Papers eBook Market Statistics Model Portfolios Important Documents Recommended Readings Calculators What We Do Who We Are Our Story Our Board Members Management Team Careers Governance & Internal Controls Compliance Safe-Keeping your Assets World Class Partners Research Department Perspective Newsletter Contact Us Benjamin Felix Portfolio Manager, MBA, CFA, CFP, CIM® 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. Ideas & Insights Team Contact Menu Ideas & Insights Team Contact Benjamin grew up on Vancouver Island, BC, before moving to Boston to complete a BSc in mechanical engineering at Northeastern University. During his stay in Boston he played NCAA division I basketball for the Northeastern Huskies. Benjamin went on to complete an MBA with a finance concentration from Carleton University’s Sprott School of Business in 2013. He joined PWL Capital in 2013 after searching for a way to offer fiduciary advice and index fund portfolios to clients. 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®) Benjamin has a YouTube series, Common Sense Investing, where he gives his evidence-based opinions on investing and personal finance. Read More Hide Contact Benjamin Felix Personal Wealth Episode 141: Hal Hershfield: The Psychology of Long-term Decision Making PWL Capital 2021-03-18T11:00:03 March 18, 2021 Hal Hershfield is an Associate Professor of Marketing, Behavioral Decision Making, and Psychology and holds the UCLA Anderson Board of Advisors Term Chair in Management. Advanced Investing Rational Reminder Podcast Episode 140: Where do Stock Returns Come From? 2021-03-11T09:00:38 March 11, 2021 Where do stock returns actually come from? The answers to this deceptively simple question might change your investing perspective. We dive into this foundational investing topic after sharing community updates and chatting about our books and TV series of the week. Personal Wealth Rational Reminder Podcast Episode 139: Prof. Jay Ritter: IPOs, SPACs, and the Hot Issue Market of 2020 2021-03-4T13:15:04 March 4, 2021 Since 1996, Jay R. Ritter has served as the Joseph B. Cordell Eminent Scholar in the Department of Finance at the University of Florida’s Warrington […] Personal Wealth Rational Reminder Podcast Episode 138: Factor Investing in Fixed Income 2021-02-25T09:00:01 February 25, 2021 How we model our expected returns hugely impacts our financial decision-making, with poor models leading us to retire either too early or too late. Today’s episode is a deep dive into two topics: how we model expected returns and how fixed income bonds fit into your portfolio allocation. Living in Retirement Rational Reminder Podcast Episode 137: David Blanchett: Researching Retirement 2021-02-18T09:00:27 February 18, 2021 David M. Blanchett, PhD, CFA, CFP® is head of retirement research for Morningstar Investment Management LLC. Passmore & Felix Team IIROC AdvisorReport Testimonials I get a high growth portfolio, ongoing wealth management, and on-call advice from true financial experts for a set fee. I couldn’t be happier… It’s exactly how everyone said it would be – I don’t spend any time worrying about my investments. Great experience! Very friendly and accommodating. Great teachers…can’t say enough good stuff. PWL has a time-tested, thorough, systematic approach to investment management. As a client of Cameron for several years, I have been impressed with his sound investment strategy and unique personalized service that makes my family feel as if we are his only customer. During this time I encouraged several high net worth colleagues to get in touch with him. As a testament to Cameron’s affable and informed manner, 100% of these contacts became customers of his. Seems like people know a good thing when they experience it… I can give no greater reference for Ben, Cameron and staff than this testimonial. We’ve been with PWL for about 18 months and couldn’t be more pleased. Our money languished with another vendor garnering subpar returns for six years prior. Sure, we received our perfunctory annual Christmas basket, but our portfolio never returned the targeted gain. Not once… PWL has been on the money, with our money, from day one. Simple, Data Driven and Predictable. If you’re considering switching portfolio managers – Just Do It. Cameron and team were most helpful in making our transition from US to Canada as smooth as possible given several complications and they have continued to provide guidance and advice that keeps us feeling confident about where we are headed. They have spared us sleepless nights. PWL has always treated me as an important individual/client providing well founded, personalized advice and guidance. They are also very prompt when responding to queries and always manage to squeeze me in for either a telephone or in person meeting when needed. Excellent advice and customer service. Very impressed with the attention given by representatives to your needs and requests as well as the promptness for assistance or any service requested. PWL’s client services are incredibly good. Any questions or concerns are addressed promptly and thoroughly. I always feel well taken care of. You guys are amazing. That simple. 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 Cameron Passmore and Benjamin Felix Name* TitleMr.Mrs.MissMs.Dr.Prof.Rev. Prefix First Last Email* Phone*CityProvinceAlbertaBritish ColumbiaManitobaNew BrunswickNewfoundland and LabradorNorthwest TerritoriesNova ScotiaNunavutOntarioPrince-Edward IslandQuebecSaskatchewanYukonInvestable Assets*$2,000,000 - $3,000,000$3,000,000 - $5,000,000$5,000,000 - $10,000,000$10,000,000 + Cameron and Ben work with clients whose household investable assets total $2 million or more. If you do not meet our minimum, please visit The Rational Reminder Podcast on iTunes or Common Sense Investing on YouTube to learn more about evidence-based investing and financial decision-making. If you have a general question or comment regarding the Rational Reminder podcast, please direct it to the discussion board on The Rational Reminder Website. ___________ How did you hear about us?*How did you hear about us?ReferralYouTube - Common Sense InvestingRational Reminder PodcastRadio AdvertisingCanadian Couch PotatoSocial MediaMedia and PressGoogleOtherMessage / CommentSubscribe to the Rational Reminder Newsletter. Yes, I want to subscribe to the Rational Reminder Newsletter. Ideas & Insights Our Advisors Our Teams Resources All Resources White Papers eBook Market Statistics Important Documents Model Portfolios Recommended Readings Calculators Checklists What We Do Who We Are Our Story Our Board Members Management Team Governance & Internal Controls Compliance World Class Partners Research Department Contact Us Client Login PWL Wealth Centrenew My Portfolio + FR
Personal Wealth Episode 141: Hal Hershfield: The Psychology of Long-term Decision Making PWL Capital 2021-03-18T11:00:03 March 18, 2021 Hal Hershfield is an Associate Professor of Marketing, Behavioral Decision Making, and Psychology and holds the UCLA Anderson Board of Advisors Term Chair in Management.
Advanced Investing Rational Reminder Podcast Episode 140: Where do Stock Returns Come From? 2021-03-11T09:00:38 March 11, 2021 Where do stock returns actually come from? The answers to this deceptively simple question might change your investing perspective. We dive into this foundational investing topic after sharing community updates and chatting about our books and TV series of the week.
Personal Wealth Rational Reminder Podcast Episode 139: Prof. Jay Ritter: IPOs, SPACs, and the Hot Issue Market of 2020 2021-03-4T13:15:04 March 4, 2021 Since 1996, Jay R. Ritter has served as the Joseph B. Cordell Eminent Scholar in the Department of Finance at the University of Florida’s Warrington […]
Personal Wealth Rational Reminder Podcast Episode 138: Factor Investing in Fixed Income 2021-02-25T09:00:01 February 25, 2021 How we model our expected returns hugely impacts our financial decision-making, with poor models leading us to retire either too early or too late. Today’s episode is a deep dive into two topics: how we model expected returns and how fixed income bonds fit into your portfolio allocation.
Living in Retirement Rational Reminder Podcast Episode 137: David Blanchett: Researching Retirement 2021-02-18T09:00:27 February 18, 2021 David M. Blanchett, PhD, CFA, CFP® is head of retirement research for Morningstar Investment Management LLC.