Benjamin Felix, MBA, CFA, CFP, is an associate portfolio manager with PWL Capital Inc., a wealth management firm with offices in Ontario and Quebec. The firm and its advisors are also licensed to work with clients in most other provinces. PWL Capital’s managed portfolio service helps clients reach their financial goals by combining investment management and ongoing financial planning.
Our team builds portfolios primarily using tilted market funds from Dimensional Fund Advisors, and our clients pay us a fee directly for service and advice. If you are interested in working with a wealth manager who uses the investment strategies detailed on this blog, contact us to set up an initial discussion.
Our fee includes an Investment Policy Statement (IPS), portfolio construction and monitoring, semi-annual portfolio reviews including personal rates of return, tracking of adjusted cost base, and capital gain/loss reporting. Assets are held in accounts in the client’s name by our carrying broker, National Bank Independent Network. Minimum family account size is $500,000.
PWL Capital Inc. (Ottawa)
(613) 237-5544 or toll free 1-800-230-5544
Benjamin Felix, MBA, CFA, CFP – Associate Portfolio Manager
Cameron Passmore, CIM, FMA, FCSI – Portfolio Manager
Nancy Graham, CA, CIM, CFP, TEP – Portfolio Manager
PWL Capital Inc. (Toronto)
(416) 203-0067 or toll free 1-866-242-0203
Justin Bender, CFA, CFP – Portfolio Manager
Dan Bortolotti, CFP, CIM – Associate Portfolio Manager
Shannon Bender, CFP, CIM – Investment Advisor
PWL Capital Inc. (Waterloo)
(519) 880-0888 or toll free 1-877-517-0888
Graham Westmacott, CFA – Portfolio Manager
Susan Daley, CFA – Associate Portfolio Manager
PWL Capital Inc. (Montreal)
(514) 875-7566 or toll free 1-800-875-7566
Anthony S. Layton, MBA, CIM – Chairman & CEO, Portfolio Manager
James Parkyn, C. Admin., F.Pl., CIM, FCSI – Portfolio Manager
Peter Guay, CFA – Portfolio Manager
François Doyon La Rochelle, CFA – Portfolio Manager and Financial Analyst
Shweta Shrivastava, MBA, CIM – Portfolio Manager