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© 2024 Dollars & Sense with a couple of gents
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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. For more information visit www.scotiawealthmanagement.com. Ellis Financial Group is a personal trade name of Stephen Ellis.
59 Episodes
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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 Central Bank policy, currency, the market volatility we saw in April, and the upcoming US election. Enjoy the episode!
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 increased cost. Enjoy the episode!
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. Equity markets have started off strong so far in 2024. The Gents had a great discussion with Dan about his macro thoughts for the economy and equity markets as we look forward into this new year. From the overall economic implications of politic...
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 formed following the sale of Claymore Investments to BlackRock Inc. in March 2012. Prior to Claymore Investments, Som was an investment banker with RBC Capital Markets, where he played a key role in developing the structured products group, raising cap...
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 the episode!
Wealth Advisors Stephen Ellis and Robert Wolfson (and Sue) provide an alphabetical recap of the year that was 2023. The Gents (and Sue) look in the rear view mirror to highlight the words which come to mind, from A to Z, when thinking about what made the news over the past year.
In this episode Wealth Advisors Stephen Ellis and Robert Wolfson, aka "The Gents", discuss common fears and how they may be holding you back. In some cases those fears can have a negative impact on your financial decisions. Listen to this episode to see if you share any of these fears, how those fears may be affecting your decision making and, in some instances, how to overcome those fears. Enjoy the episode!https://www.cnbc.com/2017/05/18/the-10-biggest-fears-holding-you-back-from-success.ht...
In this episode Wealth Advisors Stephen Ellis and Robert Wolfson (aka “The Gents”) welcome back Warren Hastings, Director, Lead Investment Strategist of Scotia Global Portfolio Advisory Group . Warren discusses the current macroeconomic environment, including inflation (again) and the potential of a recession in North America (still). He gives his thoughts on the geo-political situation in the middle east as well as why dividend paying stocks have underperformed recently. Enjoy the epis...
Whether you are moving to a warmer location for retirement or relocating for work, there are numerous items to consider. In this episode Wealth Advisors Stephen Ellis and Robert Wolfson, aka "The Gents", discuss some financial, tax and legal items to consider before making the move. Enjoy the episode!
In this episode Wealth Advisors Stephen Ellis and Robert Wolfson, aka "The Gents", are joined by Amanda Nitschke. As a Total Wealth Planner, Amanda is responsible for guiding our clients through our Total Wealth Planning process, which begins with a thoughtful consideration of their entire financial picture, immediate needs, and goals for the future. Amanda discusses what goes into the creation and execution of a financial plan as well as some of the obstacles one might face along the way.&nb...
History has shown that in times of market volatility sticking to a disciplined strategy can help get you through those rough patches. In this episode Wealth Advisors Stephen Ellis and Robert Wolfson, aka "The Gents", discuss strategies to help you navigate through times of turbulence and come out ahead on the other side. The last couple of years have taken investors on a roller coaster ride and these tips will ensure your seatbelts remain fastened through the ups and downs. ...
In this episode, Wealth Advisors Stephen Ellis and Robert Wolfson explain some of the benefits of discussing financial matters with your significant other. From simple financial issues like budgeting, to more complex matters such as retirement planning, "the gents" stress the importance of having these discussions with your partner. Enjoy the episode!
In this episode Wealth Advisors Stephen Ellis and Robert Wolfson (aka “The Gents”) welcome Warren Hastings, Director, Lead Investment Strategist of Scotia Global Portfolio Advisory Group . Warren discusses the current macroeconomic environment, including inflation and the potential of a recession in North America. He gives his thoughts on the equity and fixed income markets as well as some commentary on currency and the US debt ceiling. Enjoy the episode!
In this episode Wealth Advisors Stephen Ellis and Robert Wolfson (aka “The Gents”) welcome Malcolm Dorson, Senior Portfolio Manager at Mirae Asset Global Investments (USA). Malcolm has been managing portfolios investing in Latin America, Emerging Europe, the Middle East, and Africa since 2015 . He discusses all things Emerging Markets.... from what they are to the opportunities in those economies. This an area of the market that is showing signs of growth while develop...
Wealth Advisors and Portfolio Managers Stephen Ellis and Robert Wolfson aka “The Gents” discuss optimism in investing. They explore why it seems to be the exception rather than the rule. Perhaps human nature is the reason it is often easier to take a negative or pessimistic view. Perhaps it is the consistent flow of negative news from the mainstream media that causes us to see things more from that perspective. Maybe it is neither of those things. Either way, there are qualities in both...
Wealth Advisors and Portfolio Managers Stephen Ellis and Robert Wolfson aka "The Gents" discuss US bank failure(s). Specifically, they discuss the recent failure of Silicon Valley Bank... the reason for the failure, the size and scope of the bank, as well as the action taken by regulators to protect uninsured depositors. They also discuss just how common bank failures are in the US as well as some interesting facts around when and where these failures occur. Enjoy the episode!
In this episode, Wealth Advisors Stephen Ellis and Robert Wolfson provide a quick review of some of the headlines that are impacting the economy and the markets. We are STILL feeling the impact of inflation, the war in the Ukraine, rising rates, and the continued impact of supply chain issues. There is still the discussion of a recession looming over the economy and the markets but increasingly, the discussion of not actually seeing a recession in North America at all. All of these factors ar...
Wealth Advisors Stephen Ellis and Robert Wolfson (aka. The Gents) discuss hindsight bias, also known as the knew-it-all-along-phenomenon. This is the common tendency for people to perceive past events as having been more predictable than they actually were. They take a look back at some of the events which contributed to the market volatility in 2022 with the benefit of hindsight.Click the link to listen to this episode. You can subscribe to receive all episodes when they are released o...
Wealth Advisors Stephen Ellis and Robert Wolfson provide an alphabetical recap of the year that was 2022. The Gents look in the rear view mirror to highlight the words which come to mind, from A to Z, when thinking about what made the news over the past year.
In this holiday themed episode Wealth Advisors Stephen Ellis and Robert Wolfson aka "The Gents" were joined by their senior associate Myndi Quirion to help them get in the Christmas spirit. The Ellis Financial Group family discusses their Christmas traditions, both past and present, along with their favorite Christmas movies and songs. Back by popular demand Rob shares the 2022 Edition of The 12 Days of Investing to put a bow on the year that was 2022. From...
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