Dollars & Sense with a couple of gents
Wealth Advisors Stephen Ellis and Robert Wolfson of the Ellis Financial Group at Scotia Wealth Management, help you make sense of the complex, expansive and vastly important topic of wealth management. Check out ellisfinancialgroup.ca to find out more about these fine gents and how they can help you manage your personal wealth and achieve your financial goals. _____________________________________________________________________Scotia Capital Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Wealth advisory and brokerage services are provided by ScotiaMcLeod, a division of Scotia Capital Inc. Scotia Wealth Management® consists of a range of financial services provided by The Bank of Nova Scotia (Scotiabank®); The Bank of Nova Scotia Trust Company (Scotiatrust®); Private Investment Counsel, a service of 1832 Asset Management L.P.; 1832 Asset Management U.S. Inc.; Scotia Wealth Insurance Services Inc.; and ScotiaMcLeod®, a division of Scotia Capital Inc. Wealth advisory and brokerage services are provided by ScotiaMcLeod®, a division of Scotia Capital Inc. Scotia Capital Inc. is a member of the
Canadian Investor Protection Fund and is regulated by the Investment Industry Regulatory Organization of Canada. Insurance products and services, including segregated funds, are offered and sold exclusively by Scotia Wealth Insurance Services Inc., an insurance agency and subsidiary of Scotia Capital Inc. Subject to any applicable death and maturity guarantee, any part of the premium or other amount that is
allocated to a segregated fund is invested at the risk of the contract holder and may increase or decrease in value according to fluctuations in the market value of the assets of the segregated fund. A description of the key features of the segregated fund contract is contained in the information folder, which can be obtained from your Scotia Wealth Insurance Services Inc. Representative. Please read the folder carefully before investing. When discussing and selling life insurance products and services, our licensed Wealth Advisors are acting as Insurance Advisors (or, in the case of Quebec, Financial Security Advisors) of Scotia Wealth Insurance Services Inc. ® Registered trademark of The Bank of Nova Scotia, used under license. For more information visit www.scotiawealthmanagement.com. Ellis Financial Group is a personal trade name of Stephen Ellis.
Episodes
79 episodes
The DIY Trap: What Home Renovations Can Teach You About Investing
DIY investing sounds simple… save on fees, stay in control, and build your own portfolio. But much like taking on a home renovation without experience, what starts as a cost-saving decision can quickly become expensive and stressful. In this ep...
Navigating Market Volatility in 2026: Interest Rates, AI and Global Tensions
In this episode Wealth Advisors Stephen Ellis and Robert Wolfson, aka "The Gents", unpack the recent turbulence in the stock market. From rising interest rates and persistent inflation to the geopolitical tensions, they break down the forces at...
Economic and Market Insight with Walid Khalid
In this episode Wealth Advisors Stephen Ellis and Robert Wolfson, aka "The Gents", welcome back Walid Khalid to the podcast. Walid is a key member of the Global Investment Solution’s Investment Strategy team at Scotia Wealth Management, contrib...
The ABC’s of 2025: An Alphabetical Year in Review
Wealth Advisors Stephen Ellis and Robert Wolfson continue their annual tradition of providing an alphabetical recap of the past year. The Gents look in the rear view mirror to highlight the words that come to mind, from A to Z, when thinking ab...
Holiday Financial Stress - And Ways To Avoid It
In this episode, Wealth Advisors Stephen Ellis and Robert Wolfson, aka “The Gents” discuss financial stress associated with the holidays. From “just one more gift” to January credit card shock. We break down what drives holiday stress and how t...
Downsizing Your Home: Making the Move That Makes Sense
In this episode, Wealth Advisors Stephen Ellis and Robert Wolfson, aka “The Gents” break down what it really means to downsize your principal residence in today’s market. From the financial pros and cons, to the emotional challenges, to the sur...
Going For Gold: What's Behind the Shine?
In this episode, Wealth Advisors Stephen Ellis and Robert Wolfson, aka “The Gents” dig into the glittering world of gold investing and discuss why the precious metal is defying old market rules. The gents explore gold’s surprising decoupling fr...
Playing the Long Game: Golf Lessons for Investing
In this episode, Wealth Advisors Stephen Ellis and Robert Wolfson, aka “The Gents”, explore the parallels between golf and investing. From managing risk and playing the long game to keeping emotions in check, golf offers countless lessons that ...
Is Social Media Influencing Your Investment Strategy?
In this (short) episode, Wealth Advisors Stephen Ellis and Robert Wolfson, aka “The Gents”, explore how social media is quietly—but powerfully—shaping the way many people invest. While platforms like TikTok and Reddit have democratized access t...
Recognizing and Avoiding Financial Scams
Financial scams are becoming more common, increasingly sophisticated, and harder to recognize. In this episode Wealth Advisors Stephen Ellis and Robert Wolfson, aka "The Gents", discuss some of the more prevalent financial frauds and share prac...
Making Sense of Market Volatility
In this episode Wealth Advisors Stephen Ellis and Robert Wolfson, aka "The Gents", take a closer look at market volatility and the CBOE Volatility Index “VIX”. They break down the complex world of market volatility - what it is, the...
Talking Tariffs and Market Volatility with Walid Khalid
In this episode Wealth Advisors Stephen Ellis and Robert Wolfson, aka "The Gents", welcome (back) Walid Khalid to the podcast. Walid is a key member of the Global Investment Solution’s Investment Strategy team at Scotia Wealth Management, contr...
Economic and Market Insight with Walid Khalid
In this episode Wealth Advisors Stephen Ellis and Robert Wolfson, aka "The Gents", welcome Walid Khalid to the podcast. Walid is a key member of the Global Investment Solution’s Investment Strategy team at Scotia Wealth Management, contribut...
Talking Fixed Income and Currency with Dan Janis
In this episode Wealth Advisors Stephen Ellis and Robert Wolfson, aka "The Gents", welcome Dan Janis to the podcast. Dan is co-founder and CEO of Agile Investment Management and is the key decision-maker for the company’s investment strategies....
The ABC’s of 2024: An Alphabetical Year in Review
Wealth Advisors Stephen Ellis and Robert Wolfson continue their annual tradition of providing an alphabetical recap of the past year. The Gents look in the rear view mirror to highlight the words that come to mind, from A to Z, when thinking ab...
The Santa Claus Rally
In this episode Wealth Advisors Stephen Ellis and Robert Wolfson, aka "The Gents", discuss the seasonal phenomenon known as the “Santa Claus Rally”. Enjoy the episode!
Here's What We're Thinking - October 2024
In this episode Wealth Advisors Stephen Ellis and Robert Wolfson, aka "The Gents", discuss their thoughts on a number of current issues and events. In this particular edition of “Here’s What We’re Thinking”, they discuss events that could cause...
Talking Tech with Evolve ETF's CEO Raj Lala
In this episode Wealth Advisors Stephen Ellis and Robert Wolfson, aka "The Gents", welcome Raj Lala to the podcast. Raj is President and CEO of Evolve ETFs. Evolve is one of Canada’s fastest growing ETF providers. specializing in bringing innov...
The "Sandwich Generation"
In this episode, Wealth Advisors Stephen Ellis and Robert Wolfson, aka "The Gents", discuss The “Sandwich Generation”. Being part of the sandwich generation has its challenges. Between managing the finances and everyday challenges of your own l...
Dispelling Insurance Myths
In this episode Wealth Advisors Stephen Ellis and Robert Wolfson, aka "The Gents", welcome Maddelena “Maddy” Marchese to the podcast. Maddy helps dispel many common myths about insurance and provides insight as to how insurance may fit with you...
Here's What We're Thinking
In this episode Wealth Advisors Stephen Ellis and Robert Wolfson, aka "The Gents", introduce a new (to be reoccurring) segment where they discuss their thoughts on a number of current issues and events. In this particualr edition, they discuss ...
The Grocery Gouge
In this episode, Wealth Advisors Stephen Ellis and Robert Wolfson, aka "The Gents", discuss grocery prices. They address the increase in prices that we have seen lately as a result of inflation, as well as some strategies to combat the increase...
Talking Equity Markets with Dan Rohinton
Wealth Advisors Stephen Ellis and Robert Wolfson welcome Danesh “Dan’ Rohinton to the podcast for a timely discussion on the outlook for global equities. Dan is the co-lead portfolio manager of the IA Clarington Global Dividend Fund. Equi...
Talking Exchange Traded Funds (ETF's) with Som Seif
Wealth Advisors Stephen Ellis and Robert Wolfson welcome Som Seif to the podcast to discuss the origins and evolution of the Exchange Traded Fund (ETF) market. Som is the founder and Chief Executive Officer of Purpose Investments Inc., which he...
2023 in Review: Markets, Commodities, Yields and Currency
Wealth Advisors Stephen Ellis and Robert Wolfson take a comparative look at the performance of the equity markets (both domestic and foreign), bond prices and yields, commodities and currency for 2023 vs. the previous year. Enjoy th...