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 CONTACT Menu IDEAS & INSIGHTS CONTACT IDEAS & INSIGHTS 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®) Benjamin Felix Finding and Funding a Good Life May 9, 2022 Market Research Posted vs. Forward-Looking MERs Oct 20, 2021 Market Research Personal Wealth Benjamin Felix What is (Good) Financial Advice? Apr 24, 2021 Personal Wealth Advanced Investing Benjamin Felix Five Factor Investing with ETFs Mar 27, 2021 Advanced Investing Behavioural Finance Benjamin Felix Investing in Technological Revolutions Dec 3, 2020 Behavioural Finance Benjamin Felix U.S. Presidential Elections vs. the Stock Market: Who’s Really in Charge? Nov 2, 2020 Contact the PWL Capital Team We offer comprehensive Wealth Management services to families accross Canada. We look forward to gaining a better understanding of your individual needs and discuss how we can best serve you. Please complete the form below and we will get in touch with you shortly. 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*under $500,000$500,000 - $1,000,000$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. Yes, I want to subscribe to the Rational Reminder Newsletter. Δ Subscribe to the Rational Reminder newsletter Get more from Cameron, Benjamin and the team. Name* First Name Last Name Email* YES, I want to subscribe to the Rational Reminder Newsletter Δ
Behavioural Finance Benjamin Felix Investing in Technological Revolutions Dec 3, 2020 Behavioural Finance