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Benjamin Felix

Head of Research at PWL Capital Inc.

Benjamin Felix is a prominent financial professional currently serving as the Chief Investment Officer and Portfolio Manager at PWL Capital Inc in Ottawa, Ontario, Canada.1 His career in the financial industry spans over a decade, showcasing a steady progression in roles and responsibilities.

Career Progression

Benjamin's journey at PWL Capital Inc began in November 2013 when he joined as an Investment Advisor.1 Over the years, he has held several positions within the company:

  • Head of Research (December 2021 - Present)
  • Portfolio Manager (March 2019 - Present)
  • Associate Portfolio Manager (September 2016 - February 2019)
  • Investment Advisor (November 2013 - September 2016)

Prior to joining PWL Capital Inc, Benjamin worked at Desjardins Financial Security, where he served as an Investment Fund Advisor and Life and Health Insurance Advisor.1

Educational Background

Benjamin Felix has a strong educational foundation:

  • Master of Business Administration (MBA) in Finance from Carleton University (2011 - 2014)
  • Bachelor of Science (BSc) in Mechanical Engineering from Northeastern University (2007 - 2011)
  • High School education at Brentwood College School (2001 - 2006)1

Professional Activities

In addition to his primary role, Benjamin is active in sharing financial knowledge and insights. He hosts discussions on investing topics, as evidenced by his LinkedIn posts about contrarian investing and important lessons in investing.23 His engagement in these areas demonstrates his commitment to educating others about financial matters and staying current with industry trends.

Benjamin Felix's LinkedIn profile, with the username benjaminwfelix, reflects his professional journey and expertise in the field of investment management and financial advisory services.

Benjamin Felix
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Experience

Head of Research at PWL Capital Inc. (December 2021 - Present)
Portfolio Manager at PWL Capital Inc. (March 2019 - Present), Associate Portfolio Manager at PWL Capital Inc. (September 2016 - February 2019), Investment Advisor at PWL Capital Inc. (November 2013 - September 2016), Investment Fund Advisor at Desjardins Financial Security Investments Inc. (November 2012 - November 2013), Life and Health Insurance Advisor at Desjardins Financial Security Independent Network (October 2012 - November 2013)

Education

Master of Business Administration (MBA) in Finance at Carleton University (2011 - 2014), Bachelor of Science (BSc) in Mechanical Engineering at Northeastern University (2007 - 2011), High School at Brentwood College School (2001 - 2006)

Location

Ottawa, Ontario, Canada