I post videos on investing, financial decision-making, and living a good life.

My name is Ben Felix. I am a Portfolio Manager and the Chief Investment Officer at PWL Capital. I am a CFA charterholder and CFP professional. I am securities licensed in Canada by CIRO.

All channel content is produced and owned by PWL Capital Inc.


Ben Felix

I will be speaking at The Globe and Mail’s upcoming event - The New Investor Playbook: Setting up your financial future.

Wednesday, March 11, 2026 | 12:30pm - 1:30pm EST

This webcast is designed for new investors who want to learn how to invest confidently. It will be moderated by The Globe and Mail’s Retirement & Financial Planning Reporter, Meera Raman.

I will be joined in the discussion by Hiren Amin and Shannon Lee Simmons, CFP.

Whether you’re new to investing or looking to level up your approach, this event will empower you with the knowledge, tools, and confidence to own your financial journey and start building wealth.

globeandmailevents.com/thenewinvestorplaybook/spea…

1 week ago | [YT] | 691

Ben Felix

Hey guys, a few people have sent this to me so I wanted to post about it.

There's a YouTube ad for an investing community using an AI generated video of me. This is, obviously, a scam. If you see this ad, please report it to YouTube.

pwlcapital.com/stay-safe-online/

4 weeks ago | [YT] | 689

Ben Felix

I was on the ‪@MakingMoneyPodcast‬ with ‪@DamienTalksMoney‬.

We talked about how I ended up in finance, home country bias, asset allocation, the 4% rule, and my old paper Finding and Funding a Good Life.

Hope you enjoy it.

4 weeks ago | [YT] | 72

Ben Felix

I was a guest on a Ukrainian podcast, GOALS on FIRE. The host, Roman Koshovskyy, asked great questions. We covered a lot of ground from investing strategy to living a good life.

8 months ago | [YT] | 55

Ben Felix

I was on Morningstar's The Long View podcast this week discussing market efficiency, indexing vs. active management, factor investing, financial advice, and lots more. Check it out and let me know what you think!

9 months ago | [YT] | 51

Ben Felix

If you liked my video on "the problem with index funds" you should check out my podcast discussion with the co-author of Index Rebalancing and Stock Market Composition: Do Index Funds Incur Adverse Selection Costs?

10 months ago | [YT] | 39

Ben Felix

Good conversation with ‪@Coffeezilla‬ on ‪@coffeezillaextras‬.

1 year ago | [YT] | 191

Ben Felix

I was invited on the ‪@TheWealthyBarber‬ podcast. If you don't know him, Dave Chilton is a legend in Canadian personal finance. He wrote The Wealthy Barber in 1989 which made personal finance accessible to millions of Canadians. You may also know Dave from his time on Dragon's Den. I think we had a great conversation! Let me know what you think.

1 year ago | [YT] | 50

Ben Felix

Today's Money Scope episode on investing in a Canadian corporation was the inspiration for the whole Money Scope series.

We cover:

-What a Corporation is and Is Not
-Active and Passive Income
-Active-Passive Income Limits
-Notional Accounts (RDTOH, GRIP, CDA)

1 year ago | [YT] | 24

Ben Felix

Yesterday's Money Scope covered Canadian investment account types.

We reviewed rules and strategies for the TFSA, RRSP, RRIF, LIRA, LIF, FHSA, RESP, and RDSP.

It's a dense episode, but worth a listen. Here's what one listener said:

"I wish I had these podcasts when I started my journey into investing. What you’ve managed to summarize in 2 hours took me over a hundred hours of personal research and investigation. The podcast was incredibly well organized and just a joy to listen to. I will be sharing this with my friends and family."

2 years ago | [YT] | 24