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Benjamin Felix

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Benjamin Felix is a portfolio manager and head of research at PWL Capital. He co-hosts the Rational Reminder podcast and has a YouTube channel. He is a CFP® professional and a CFA® charterholder.

Latest articles

July 24, 2019

The Montreal skyline as seen from Mount Royal. In many Canadian cities, people are trying to decide whether to buy or rent.

The Montreal skyline as seen from Mount Royal. In many Canadian cities, people are trying to decide whether to buy or rent.

Should you rent or buy a home in Canada’s current real estate market? Here’s how the 5% rule changes the debate

5 min read

April 23, 2019

Young man wondering how to invest.
Credit: iStockphoto

(Royalty-Free)

Keywords: Currency, Blackboard, Wealth, Creativity, Finance, Ideas, Concepts, Inspiration, Incentive, Symbol, Bank Account, Luxury

Young man wondering how to invest.
Credit: iStockphoto

(Royalty-Free)

Keywords: Currency, Blackboard, Wealth, Creativity, Finance, Ideas, Concepts, Inspiration, Incentive, Symbol, Bank Account, Luxury

A contrarian argues against building wealth and creating income through dividend stocks

February 26, 2019

Trying to decide whether a pension is good can be confusing.

Trying to decide whether a pension is good can be confusing.

Is your company group RRSP any good? Here’s how to make the best of a bad plan

January 14, 2019

Holding hands.

Holding hands.

Our kids got RESP money for Christmas. How should we invest it?

December 9, 2018

Young people learning about investing.

Young people learning about investing.

A young investor asks: Can I put 90% of my investments into equities?

September 23, 2018

Houses with real estate signs are pictured in Leasliville, Toronto, on Tuesday, October 12, 2021. (Christopher Katsarov/The Globe and Mail)

Houses with real estate signs are pictured in Leasliville, Toronto, on Tuesday, October 12, 2021. (Christopher Katsarov/The Globe and Mail)

Should I pay off my mortgage or invest in a TFSA?

6 min read

July 16, 2018

Dave Nugent, chief investment officer at Wealthsimple, at the Canadian robo-adviser’s headquarters in Toronto.

Dave Nugent, chief investment officer at Wealthsimple, at the Canadian robo-adviser’s headquarters in Toronto.

A millennial looking to start investing asks: Is Wealthsimple a good DIY option?

5 min read

May 28, 2018

Millennial workers are not sure what to do with their stock options.

Millennial workers are not sure what to do with their stock options.

What should I do with my employee stock options?

April 23, 2018

A lone wheelchair sits in a hospital hallway.

A lone wheelchair sits in a hospital hallway.

Do I really need life insurance? The costs vary greatly so choose with care

February 7, 2018

A baby crawls up the stairs, taking baby steps.

A baby crawls up the stairs, taking baby steps.

With a child in daycare, how much can we save for retirement?

November 13, 2017

Big U.S. banks are issuing green bonds to back wind and solar energy projects, as investors want to be part of progress.

Big U.S. banks are issuing green bonds to back wind and solar energy projects, as investors want to be part of progress.

Is it possible to invest in a way that aligns with my values?

September 12, 2017

People visit an open house for sale in Toronto, Friday July 14, 2017.

People visit an open house for sale in Toronto, Friday July 14, 2017.

Is now a good time to buy a house or should we keep saving?

June 15, 2017

Lump sum investing vs. dollar-cost averaging: the nitty-gritty from Rob Carrick.

Lump sum investing vs. dollar-cost averaging: the nitty-gritty from Rob Carrick.

Is it better to invest in a lump sum or enter the market gradually?

April 24, 2017

<p>Flat tire on a car. </p>

<p>Flat tire on a car. </p>

How much cash should I keep in my bank account for daily expenses?

April 3, 2017

Students walk across Dalhousie University’s campus in Halifax in 2015.

Students walk across Dalhousie University’s campus in Halifax in 2015.

Should I get line of credit to repay my student loan?

February 15, 2017

I have $30,000 in my TFSA. How should I start investing it?

December 26, 2016

<p>Stockings hanging. </p>

<p>Stockings hanging. </p>

Where can I put the cash my kids get for birthdays and holidays?

November 1, 2016

Vancouver's waterfront with condos in the background

Vancouver's waterfront with condos in the background

Three ways for millennials with multiple financial goals to save

September 20, 2016

A home on Delaney Crescent and Brock Ave. in Toronto is for sale on March 3 2014.

A home on Delaney Crescent and Brock Ave. in Toronto is for sale on March 3 2014.

Should I buy a home now or wait till I've saved a 20% down payment?