Benjamin Felix

Benjamin Felix is a Canadian portfolio manager and chief investment officer at PWL Capital, recognized for his expertise in evidence-based investing and academic research in finance. Felix holds both the CFA charterholder designation and the CFP professional credential. He joined PWL Capital after earning a degree in mechanical engineering and an MBA in financial management, a background that informs his analytical approach to investment management and skepticism toward common financial industry practices. While completing his MBA, Felix worked at a traditional investment firm, an experience that shaped his commitment to fiduciary advice and index-based portfolios.

Felix serves as head of research at PWL Capital, a Canadian wealth management firm known for its thought leadership in personal finance and investing. He develops resources for Canadian investors, including white papers, model portfolios, and research content. His YouTube channel, "Common Sense Investing," is a widely used resource in the personal finance and investment education space, where he explains the principles of index investing and explores alternative strategies such as factor-based investing.

Felix is co-developer of the Ben Felix Model Portfolio, a globally diversified investment strategy that uses index funds and tilts toward factors such as size, value, and profitability. This model is based on academic research and data analysis, and it is recognized among retail investors and financial professionals for bridging the gap between academic finance and practical portfolio construction.

Felix also co-hosts "The Rational Reminder Podcast," a weekly program focused on sensible investing and financial decision-making. The podcast features leading academics and researchers in economics and finance, and has become a respected source of financial education in Canada. In a milestone episode, Felix moderated a panel at the New York Stock Exchange, hosted by Vanguard and S&P Dow Jones Indices, discussing the evolution of index investing. He has also shared personal experiences, including his health journey with cancer, drawing connections between evidence-based health habits and sound financial decision-making.

At PWL Capital, Felix emphasizes data-driven thinking and academic rigor in portfolio construction and financial planning. The firm operates without product sales incentives or conflicts of interest, ensuring independent advice. Through his YouTube channel, podcast, and contributions to publications such as The Globe and Mail, Felix is recognized as an independent educator in the fields of evidence-based investing, wealth management, and financial literacy.