Ben Felix: Rational Reminders for Good Financial Decisions

The Long View

Morningstar

Finance, Dan Lefkovitz, Amy Arnott, Entrepreneurship, Investing Leaders, Jeff Ptak, Investors, Christine Benz, Influential Investors, Careers, Long-term Investing, Financial Services, Business, Investing, Morningstar

4.5 • 775 Ratings

🗓️ 3 June 2025

⏱️ 54 minutes

🔗️ Recording | iTunes | RSS

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Summary

The PWL Capital chief investment officer discusses DFA, factor investing, the home-country bias, and investment advisory trends in Canada.

Transcript

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0:27.6	Learn more at Schwab.com slash trading.
0:30.3	Please stay tuned for important disclosure information at the conclusion of this episode.
0:36.5	Hi, and welcome to the Longview.
0:38.3	I'm Amy Arnott, portfolio strategist for Morning Star,
0:41.3	and I'm Christine Ben's Director of Personal Finance
0:44.3	and Retirement Planning for Morning Star.
0:46.3	Our guest on the podcast today is Ben Felix.
0:50.3	Ben is Chief Investment Officer for PWL Capital,
0:53.3	a Canadian wealth management firm.
0:56.3	He also co-host the Rational Reminder podcast and is the host of a YouTube channel that covers finance and investing related topics.
1:04.5	He joined PWL Capital in 2013 after completing a degree in mechanical engineering as well as an MBA. He is a CFA charter
1:14.0	holder and a CFP professional. Ben, welcome to the Longview. Thank you so much for having me.
1:21.3	Well, it's great to have you here. We wanted to start by talking a bit about your background.
1:26.8	You have a bachelor's degree in mechanical engineering.
1:31.4	How did you decide to kind of pivot toward the finance side?
1:35.0	Yeah, good question.
	...

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