Ben Felix, CFA, CFP, CIM, is a portfolio manager and head of research with PWL Capital Inc., as well as co-host of the Rational Reminder podcast.

Should business owners avoid CPP by paying themselves dividends?

Planning and Advice

Should business owners avoid CPP by paying themselves dividends?

Research and a case study help clear the misconceptions

By Ben Felix  and  Aravind Sithamparapillai |March 20, 2024

5 min read

Understanding the role of bonds in retirement portfolios

Products

Understanding the role of bonds in retirement portfolios

For better client outcomes, move beyond the common asset allocation advice

By Ben Felix |February 5, 2024

4 min read

What is a safe withdrawal rate in retirement?

Planning and Advice

What is a safe withdrawal rate in retirement?

Most clients are best served by a variable spending strategy

By Ben Felix |November 28, 2023

4 min read

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