Ideas & Insights Our Advisors Our Teams Resources White Papers 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 Careers Contact Us Benjamin Felix MBA, CFA, CFP, Associate 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 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 Benjamin Felix The Rational Reminder Podcast Episode 23 – The Basic Rules of Purchasing Insurance: What, Why, When and How Much! PWL Capital 2018-12-6T14:40:02 December 6, 2018 This is Episode 23 of the Rational Reminder Podcast, with Cameron Passmore, Benjamin Felix and very special guest, Glenn Cooke. Personal Wealth PWL Capital Benjamin Felix The Rational Reminder Podcast Bonus Episode – The Yield Curve Is Not Out To Get You 2018-12-6T13:07:05 December 6, 2018 In this bonus episode of the Rational Reminder Podcast, Benjamin Felix and special guest Robert Little briefly discuss the Yield Curve. Behavioural Finance PWL Capital Benjamin Felix The Rational Reminder Podcast Episode 22 – Transformational Decision Making: Building A Company, Defining Success, and Finding Happiness 2018-11-29T15:43:28 November 29, 2018 This is Episode 22 of the Rational Reminder Podcast, with Cameron Passmore, Benjamin Felix and very special guest, Shopify co-founder Daniel Weinand. Advanced Investing PWL Capital Benjamin Felix Optimizing Your After-Tax Asset Allocations: Is It Worth It? 2018-11-23T11:00:23 November 23, 2018 Diligently saving for retirement is by far the most sensible thing you can do to achieve a comfortable retirement. After all, if you haven’t saved enough to begin with, how you invest it will only take you so far. That said, it’s also worth considering what taxes and optimal investing can do to the savings you do accumulate. Personal Wealth PWL Capital Benjamin Felix The Rational Reminder Podcast – Buying or Leasing: Weighing the Costs of Real Estate Choices. 2018-11-23T10:44:41 November 23, 2018 Episode 21 of Rational Reminder is focused on the question of investing in real estate. It is still a common conundrum for investors and even those who may not consider themselves active investors, whether to buy or to rent a property. 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*Under $500,000$500,000 - $1,000,000$1,000,000 - $2,000,000$2,000,000 - $5,000,000$5,000,000 - $10,000,000$10,000,000 + PWL Capital works with clients who have, or will soon have, $500,000 or more to invest. If you do not meet this criteria, feel free to get in touch; we will be happy to point you in the right direction. ___________ 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. This iframe contains the logic required to handle Ajax powered Gravity Forms. 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Personal Wealth Benjamin Felix The Rational Reminder Podcast Episode 23 – The Basic Rules of Purchasing Insurance: What, Why, When and How Much! PWL Capital 2018-12-6T14:40:02 December 6, 2018 This is Episode 23 of the Rational Reminder Podcast, with Cameron Passmore, Benjamin Felix and very special guest, Glenn Cooke.
Personal Wealth PWL Capital Benjamin Felix The Rational Reminder Podcast Bonus Episode – The Yield Curve Is Not Out To Get You 2018-12-6T13:07:05 December 6, 2018 In this bonus episode of the Rational Reminder Podcast, Benjamin Felix and special guest Robert Little briefly discuss the Yield Curve.
Behavioural Finance PWL Capital Benjamin Felix The Rational Reminder Podcast Episode 22 – Transformational Decision Making: Building A Company, Defining Success, and Finding Happiness 2018-11-29T15:43:28 November 29, 2018 This is Episode 22 of the Rational Reminder Podcast, with Cameron Passmore, Benjamin Felix and very special guest, Shopify co-founder Daniel Weinand.
Advanced Investing PWL Capital Benjamin Felix Optimizing Your After-Tax Asset Allocations: Is It Worth It? 2018-11-23T11:00:23 November 23, 2018 Diligently saving for retirement is by far the most sensible thing you can do to achieve a comfortable retirement. After all, if you haven’t saved enough to begin with, how you invest it will only take you so far. That said, it’s also worth considering what taxes and optimal investing can do to the savings you do accumulate.
Personal Wealth PWL Capital Benjamin Felix The Rational Reminder Podcast – Buying or Leasing: Weighing the Costs of Real Estate Choices. 2018-11-23T10:44:41 November 23, 2018 Episode 21 of Rational Reminder is focused on the question of investing in real estate. It is still a common conundrum for investors and even those who may not consider themselves active investors, whether to buy or to rent a property.