BENJAMIN FELIX
Another voice I trust is Benjamin Felix.
Benjamin is the Chief Investment Officer and Portfolio Manager 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 two podcasts — the Rational Reminder and Money Scope — and is the host of a YouTube channel which together reach hundreds of thousands of people in Canada and around the world.
Born and raised on Vancouver Island, BC, Benjamin completed a degree in mechanical engineering at Northeastern University before pursuing a career in financial services via the MBA program at Carleton University's Sprott School of Business. He joined PWL Capital in 2013 and has been steadily promoted through the firm — from Investment Advisor, to Associate Portfolio Manager, to Portfolio Manager, to Head of Research, and now Chief Investment Officer.
"Benjamin is passionate about using evidence to frame important financial decisions, while also considering the psychological impact of those decisions."
What sets Benjamin apart is his commitment to evidence-based investing. His videos and podcast episodes consistently translate peer-reviewed academic research into practical guidance for individual investors — covering topics like factor investing, asset allocation, behavioral finance, and the math behind retirement spending.
He's a CFA charterholder, a CFP professional, and a Chartered Investment Manager (CIM®). More importantly, he holds himself to the same standard of rigor in his public-facing content that he applies to his client work.
BENJAMIN'S CREDENTIALS
- Northeastern University — BSc, Mechanical Engineering
- Carleton University — MBA, Finance
- CFA Charterholder
- CFP Professional
- Chartered Investment Manager (CIM®)
If you want to understand how the evidence on investing actually translates into decisions you can make today, Benjamin's work is some of the clearest, most disciplined material you'll find anywhere. I encourage you to subscribe to his YouTube channel and tune into the Rational Reminder podcast.
Because the right information, from the right people, can make all the difference.
— Paul Merriman