Benjamin Felix

Benjamin Felix

Portfolio Manager, Head of Research at PWL Capital Inc | Ottawa, Ontario, Canada

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Work Experience

PWL Capital Inc

Portfolio Manager, Head of Research

2021-12-01 — Present

PWL Capital Inc

Portfolio Manager

2019-03-01 — Present

PWL Capital Inc

Associate Portfolio Manager

2016-09-01 — 2019-02-01

Desjardins Financial Security Investments Inc.

Investment Fund Advisor

2012-11-01 — 2013-11-01

Desjardins Financial Security Independent Network

Life and Health Insurance Advisor

2012-10-01 — 2013-11-01

Skills

risk management investment management & advice wealth management financial planning portfolio management family office legacy planning management estate planning retirement planning succession planning

Languages

English