Benjamin Felix

Benjamin Felix, MBA, CFA, CFP, F. Pl., CIM, is a portfolio manager and head of research with PWL Capital Inc., and co-hosts the Rational Reminder and Money Scope podcasts.

Planning and Advice

Realizing capital gains for CCPCs before June 25

Business owner’s compensation is one of several factors to consider

By Benjamin Felix and Mark Soth |May 8, 2024

5 min read

Planning and Advice

Should business owners avoid CPP by paying themselves dividends?

Research and a case study help clear the misconceptions

By Benjamin Felix and Aravind Sithamparapillai |March 20, 2024

5 min read

Products

Understanding the role of bonds in retirement portfolios

For better client outcomes, move beyond the common asset allocation advice

By Benjamin Felix |February 5, 2024

4 min read

Planning and Advice

What is a safe withdrawal rate in retirement?

Most clients are best served by a variable spending strategy

By Benjamin Felix |November 28, 2023

4 min read

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