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 Behavioural Finance Benjamin Felix Investing in Technological Revolutions PWL Capital 2020-12-3T13:56:19 December 3, 2020 Exciting new technologies, and the companies that create them, seem like obvious investment opportunities. Why wouldn’t you want to invest in the companies leading a new world-changing technological paradigm? Each past technological revolution has changed the world in profound and distinct ways, but their relationship with financial capital has been remarkably consistent. While we can’t predict how emergent technologies will change the world, we can draw insight from how financial markets have behaved through past technological revolutions. Behavioural Finance The Rational Reminder Episode 126: Dr. Brian Portnoy and Josh Brown: Beyond the Orthodoxy – How Financial Pros Invest 2020-11-26T05:30:39 November 26, 2020 Dr. Brian Portnoy and Josh Brown’s book How I Invest My Money, captures the stories and investment strategies of 25 top financial advisors. The book highlights that while there are established dogmas that tell you how and why you ought to invest, there is no ‘one-size-fits-all’ way to invest. Today we speak with Brian and Josh about the key insights that we can derive from their work. Behavioural Finance The Rational Reminder Podcast: Episode 119: The Stock Market vs. Elections, and Incentives in Financial Planning 2020-11-25T18:05:27 November 25, 2020 Thank you for tuning in to this episode of the Rational Reminder. We start this show with some great news about the comment section and our migration to Discourse. Having an open dialogue has always been crucial for us—it has even led to our latest hire—so we felt it was time to add more structure to it. Personal Wealth Benjamin Felix U.S. Presidential Elections vs. the Stock Market: Who’s Really in Charge? 2020-11-2T13:11:42 November 2, 2020 Are you wondering how the upcoming U.S. presidential election might affect your investments? This is not a new kind of concern. Elections are stressful times, and the heightened rhetoric from across the political spectrum doesn’t help. With so much at stake, it may seem obvious the outcome could impact the stock market. I cannot turn down the volume, nor am I going to take a political side. But I can tell you what the data say about the relationship between U.S. presidential elections and U.S. stock markets. Bottom line, what may seem so “obvious,” may not be. Not even when the election could be a tight one. Starting Out The Rational Reminder Episode 121: Day Trading and Overconfidence 2020-10-22T16:28:03 October 22, 2020 Despite the mountain of evidence against it, day trading is thriving. Today we dive into the research and explore why the practice is alive and well before answering the question — “Can too much confidence lose you money?” After touching on investing news, listener feedback, our books of the week, and our take on the ‘Ultimate Ned Debate,’ we open our discussion on day trading. 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
Behavioural Finance Benjamin Felix Investing in Technological Revolutions PWL Capital 2020-12-3T13:56:19 December 3, 2020 Exciting new technologies, and the companies that create them, seem like obvious investment opportunities. Why wouldn’t you want to invest in the companies leading a new world-changing technological paradigm? Each past technological revolution has changed the world in profound and distinct ways, but their relationship with financial capital has been remarkably consistent. While we can’t predict how emergent technologies will change the world, we can draw insight from how financial markets have behaved through past technological revolutions.
Behavioural Finance The Rational Reminder Episode 126: Dr. Brian Portnoy and Josh Brown: Beyond the Orthodoxy – How Financial Pros Invest 2020-11-26T05:30:39 November 26, 2020 Dr. Brian Portnoy and Josh Brown’s book How I Invest My Money, captures the stories and investment strategies of 25 top financial advisors. The book highlights that while there are established dogmas that tell you how and why you ought to invest, there is no ‘one-size-fits-all’ way to invest. Today we speak with Brian and Josh about the key insights that we can derive from their work.
Behavioural Finance The Rational Reminder Podcast: Episode 119: The Stock Market vs. Elections, and Incentives in Financial Planning 2020-11-25T18:05:27 November 25, 2020 Thank you for tuning in to this episode of the Rational Reminder. We start this show with some great news about the comment section and our migration to Discourse. Having an open dialogue has always been crucial for us—it has even led to our latest hire—so we felt it was time to add more structure to it.
Personal Wealth Benjamin Felix U.S. Presidential Elections vs. the Stock Market: Who’s Really in Charge? 2020-11-2T13:11:42 November 2, 2020 Are you wondering how the upcoming U.S. presidential election might affect your investments? This is not a new kind of concern. Elections are stressful times, and the heightened rhetoric from across the political spectrum doesn’t help. With so much at stake, it may seem obvious the outcome could impact the stock market. I cannot turn down the volume, nor am I going to take a political side. But I can tell you what the data say about the relationship between U.S. presidential elections and U.S. stock markets. Bottom line, what may seem so “obvious,” may not be. Not even when the election could be a tight one.
Starting Out The Rational Reminder Episode 121: Day Trading and Overconfidence 2020-10-22T16:28:03 October 22, 2020 Despite the mountain of evidence against it, day trading is thriving. Today we dive into the research and explore why the practice is alive and well before answering the question — “Can too much confidence lose you money?” After touching on investing news, listener feedback, our books of the week, and our take on the ‘Ultimate Ned Debate,’ we open our discussion on day trading.