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

More Columnists

Mark Soth

Planning and Advice

Realizing capital gains for CCPCs before June 25

May 8, 2024|5 min read

Aravind Sithamparapillai

Planning and Advice

Should business owners avoid CPP by paying themselves dividends?

March 20, 2024|5 min read

Sam Sivarajan

Planning and Advice

Buckle up: Money’s wild ride through the world of social identity

February 15, 2024|3 min read

Understanding clients means helping them feel in control

December 20, 2023|3 min read

Coreen Sol

Strategy for consistent performance is often most difficult one to adopt

May 7, 2024|4 min read

Finding your volatility sweet spot

March 7, 2024|4 min read

Catherine Hung

Tax & Estate

Beware of tainting GRE status

January 17, 2024|4 min read

Avoid double taxation on wealth transfers to the next generation

October 26, 2023|4 min read

Matt Trotta

Tax & Estate

Defining trusts for tax reporting and compliance

February 8, 2024|5 min read

RRSPs and estate administration

November 15, 2023|6 min read