Plus, RBC DS suit rejected and Edward Jones settles overcharging case  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌   ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ 
Saturday, December 6, 2025

Ben Felix is on Canadian Advisor.cast

If you count yourself among the fans of Ben Felix’s terrific YouTube channel and Rational Reminder podcast that he co-hosts with Dan Bortolotti and Cameron Passmore, you’re probably aware that the chief investment officer and portfolio manager at PWL Capital received a cancer diagnosis early this year. He was open about his experience throughout.

“I’m all clear,” Felix said on this week’s edition of the Canadian Advisor.cast. “It was kind of the best-case scenario, given that I had cancer. It was resolved quickly.”

Like a lot of people, Felix said that work served as a welcome distraction. “It was helpful,” he said. “It was a good outlet to focus my energy instead of sitting there worrying about how sick I was.”

It has been a year to remember. Felix joined us to take a look back at 2025 — what got covered too much (U.S. President Donald Trump and his tariff obsession), too little (Canadian stocks), equity valuations and “ETF slop.”

Keep reading

Kevin Press
EDITORIAL DIRECTOR
Kevin Press is editorial director for Advisor.ca and its sister publication, Investment Executive. Reach him at kevin@newcom.ca

Court rejects attempt to revive lawsuit against rep, RBC DS

A case dating back to 2017, in which an investor sought to sue RBC Dominion Securities and one of its reps, has been rejected by the Court of Appeal for British Columbia. James Langton reports.

Edward Jones settles client overcharging case

Edward Jones Canada has agreed to a settlement with the Canadian Investment Regulatory Organization, after accidentally overcharging clients by $3.6 million. The firm admitted to supervisory shortcomings and internal control failures.

Navacord and Acera Insurance to join forces

Navacord Corp. and Acera Insurance Services Ltd. are tying the knot. The combined firm will have $7.2 billion in retail and group benefits insurance premium and $7.5 billion in retirement assets under management. The deal is expected to close in Q1.

Why great advisors plan for storms before they arrive

Robin Riviere on the power of preparation. “It’s about cultivating readiness as a discipline,” she writes. Three steps.

The Magic Number

 

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