Portfolio Manager, Head, Research & Client Education, 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 the CSI (Common Sense Investing) YouTube series. IDEAS & INSIGHTS TEAM CONTACT Menu IDEAS & INSIGHTS TEAM CONTACT 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 Behavioural Finance Rational Reminder Podcast Episode 136: Chasing Top Fund Managers PWL Capital 2021-10-20T15:38:34 October 20, 2021 When you see funds performing monumentally well, you may feel regretful for not investing in them earlier. There is, however, a long history of funds […] 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 Starting Out The Rational Reminder Podcast Episode 147: Paul Merriman: We’re Talking Millions Apr 29, 2021 Starting Out Personal Wealth Benjamin Felix What is (Good) Financial Advice? Apr 24, 2021 Personal Wealth 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 $2 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*$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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Behavioural Finance Rational Reminder Podcast Episode 136: Chasing Top Fund Managers PWL Capital 2021-10-20T15:38:34 October 20, 2021 When you see funds performing monumentally well, you may feel regretful for not investing in them earlier. There is, however, a long history of funds […]
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
Starting Out The Rational Reminder Podcast Episode 147: Paul Merriman: We’re Talking Millions Apr 29, 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.