Leave me a note, and I will get back to you. 


Ottawa, ON
Canada

613 868 3950

About

 

Thanks for visiting The Canadian Financial Advisor. This blog is about personal finance for Canadians, with a focus on investing and portfolio management.

Evidence-based investing drives the content on this blog. Rather than relying on predictions or feelings, evidence-based investing draws insights from academic research. It boils down to keeping costs low and diversifying broadly while emphasizing exposure to small cap, value, and highly profitable stocks. There is more detailed information about evidence-based investing on the Investment Philosophy page. You won't find any predictions or stock picks here.

My name is Benjamin Felix. I am an associate portfolio manager with PWL Capital in Ottawa. I help Canadians make smart financial decisions, and I manage their portfolios using the strategies described throughout this blog.

I graduated from Northeastern University in Boston, MA in 2011 with a Bachelor of Science in Mechanical Engineering; I also played varsity basketball (NCAA, division 1) for the Northeastern Huskies during my stay in Boston.  I graduated from Carleton University with an MBA, finance concentration, in 2014.  I was awarded the CFA Charter in 2016.

I contribute the Globe and Mail's Gen Y Money page, and have had my opinions cited in a handful of other financial publications. I have also appeared on CTV Ottawa News and CBC News. I try to keep a record of my media mentions here (mostly for my parents).

The information on this site is provided for educational purposes only and should not be considered investment advice nor a recommendation to buy or sell individual securities.