Portfolio Manager, Head of Research, MBA, CFA, CFP®, CIM®, F.PI. 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®) Behavioural Finance Benjamin Felix Finding and Funding a Good Life May 9, 2022 Behavioural Finance 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 Personal Wealth Benjamin Felix Five Factor Investing with ETFs Mar 27, 2021 Personal Wealth Behavioural Finance Benjamin Felix Investing in Technological Revolutions Dec 3, 2020 Behavioural Finance Personal Wealth Benjamin Felix U.S. Presidential Elections vs. the Stock Market: Who’s Really in Charge? Nov 2, 2020 Personal Wealth 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 IslandQuebecSaskatchewanYukon How did you hear about us?How did you hear about us?ReferralYouTubePWL Live Event (Webinar, Q&A)Rational Reminder PodcastThe Money Scope PodcastSocial MediaMedia and PressGoogleOtherAt PWL, we build long-term relationships with our clients through ongoing financial planning and portfolio management. Does this describe what you are looking for?*Yes - I am looking to partner with a team that can provide quality advice over time.No - I would like one-time feedback and prefer to implement on my ownHow much are you looking to have managed?**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 +Prefer not to discloseHow can we help?Subscribe to the Rational Reminder Newsletter. Yes, I want to subscribe to the Rational Reminder Newsletter. CAPTCHA Δ Subscribe to the PWL Capital newsletter Get great insights and content from the Capital Team! Name First Name Last Name Email* * YES, I want to subscribe to the PWL Capital Newsletter CAPTCHA Δ
Behavioural Finance Benjamin Felix Investing in Technological Revolutions Dec 3, 2020 Behavioural Finance
Personal Wealth Benjamin Felix U.S. Presidential Elections vs. the Stock Market: Who’s Really in Charge? Nov 2, 2020 Personal Wealth