Benjamin Felix

Benjamin Felix is the Chief Investment Officer at PWL Capital. He co-hosts the Rational Reminder and Money Scope podcasts, and has a YouTube channel, which together reach hundreds of thousands of people in Canada and around the world.

Benjamin joined PWL in 2013. He has a degree in mechanical engineering from Northeastern University (2011) and an MBA from Carleton University (2014). He has been a CFA charterholder since 2016 and a CFP professional since 2017.

Benjamin is a member of the FP Canada Assumption Guidelines Committee, which sets the expected return assumption guidelines for Canadian financial planners, and the CIRO Proficiency Committee, which advises CIRO staff on matters including licensing standards, training, and continuing education. He is also a member of the Ottawa Jewish Community Foundation’s Investment Committee.