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 Governance & Internal Controls Compliance Safe-Keeping your Assets World Class Partners Research Department Perspective Newsletter Careers Contact Us 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. 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 Starting Out The Rational Reminder Podcast 104: Fred Vettese: A Complete Guide to Retirement Income PWL Capital 2020-06-25T05:30:57 June 25, 2020 Today, we get into a masterclass on retirement planning with a true expert in the field whose perspectives are distinctly evidence-based, Fred Vettese. Fred is a Partner and former Actuary at Morneau Shepell and author of three retirement books including Retirement Income For Life. Behavioural Finance The Rational Reminder Podcast 103: Picking an Active Manager, Raising the OAS Clawback Ceiling, and Trading Hertz 2020-06-18T05:30:36 June 18, 2020 Welcome to another episode of the Rational Reminder Podcast! Today’s main topic is how to pick an actively managed fund to invest in despite funds of this type producing lower returns than passive ones! Personal Wealth The Rational Reminder Podcast 102: Dr. Brian Portnoy: Underwriting a Meaningful Life 2020-06-11T16:36:57 June 11, 2020 Even though we learn that money is merely a means of exchange, a store of value, or a unit of account, it’s so much more than this. Money captures so much of what we grapple with like hope, joy, fear, regret, and envy, yet it’s widely surveyed as being the least spoken-about issue when compared to religion, mortality, and marriage. Dr. Brian Portnoy, the author of The Geometry of Wealth, joins us today to share his view on wealth. Personal Wealth The Rational Reminder Podcast 101: Factor Nuances, Dollar Cost Averaging, and Annuities in a Pandemic 2020-06-4T16:57:51 June 4, 2020 We kick off today’s episode of the Rational Reminder by discussing when Ben will be publishing his new model portfolios and a quick look at some of our upcoming guests and resources you might want to take a look at. Behavioural Finance The Rational Reminder Podcast 100: Prof. Kenneth French: Expect the Unexpected 2020-05-28T17:03:45 May 28, 2020 Who better to have on the 100th episode of the Rational Reminder Podcast than Professor Ken French? Ken has been a massive inspiration to us and has remained a guiding light for sensible, evidence-based investors over the last few decades! His work with Eugene Fama stands as the seminal work on the subject of passive investment portfolios and we are so delighted to have him on the show today as we talk through some of his thoughts on a variety of subjects. 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 FR
Starting Out The Rational Reminder Podcast 104: Fred Vettese: A Complete Guide to Retirement Income PWL Capital 2020-06-25T05:30:57 June 25, 2020 Today, we get into a masterclass on retirement planning with a true expert in the field whose perspectives are distinctly evidence-based, Fred Vettese. Fred is a Partner and former Actuary at Morneau Shepell and author of three retirement books including Retirement Income For Life.
Behavioural Finance The Rational Reminder Podcast 103: Picking an Active Manager, Raising the OAS Clawback Ceiling, and Trading Hertz 2020-06-18T05:30:36 June 18, 2020 Welcome to another episode of the Rational Reminder Podcast! Today’s main topic is how to pick an actively managed fund to invest in despite funds of this type producing lower returns than passive ones!
Personal Wealth The Rational Reminder Podcast 102: Dr. Brian Portnoy: Underwriting a Meaningful Life 2020-06-11T16:36:57 June 11, 2020 Even though we learn that money is merely a means of exchange, a store of value, or a unit of account, it’s so much more than this. Money captures so much of what we grapple with like hope, joy, fear, regret, and envy, yet it’s widely surveyed as being the least spoken-about issue when compared to religion, mortality, and marriage. Dr. Brian Portnoy, the author of The Geometry of Wealth, joins us today to share his view on wealth.
Personal Wealth The Rational Reminder Podcast 101: Factor Nuances, Dollar Cost Averaging, and Annuities in a Pandemic 2020-06-4T16:57:51 June 4, 2020 We kick off today’s episode of the Rational Reminder by discussing when Ben will be publishing his new model portfolios and a quick look at some of our upcoming guests and resources you might want to take a look at.
Behavioural Finance The Rational Reminder Podcast 100: Prof. Kenneth French: Expect the Unexpected 2020-05-28T17:03:45 May 28, 2020 Who better to have on the 100th episode of the Rational Reminder Podcast than Professor Ken French? Ken has been a massive inspiration to us and has remained a guiding light for sensible, evidence-based investors over the last few decades! His work with Eugene Fama stands as the seminal work on the subject of passive investment portfolios and we are so delighted to have him on the show today as we talk through some of his thoughts on a variety of subjects.