58 episodes
Dollars & Sense with a couple of gents Ellis Financial Group
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- Business
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.
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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 increased cost.
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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. 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 politics and interest rate expectations all the way down to sector specific thoughts around energy, financials and health care Dan provided very well rounded and insightful comments.
As always we hope you enjoy the episode! -
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 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 capital for both Canadian and U.S. asset managers.
Enjoy the episode! -
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.
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The ABC's of 2023: An Alphabetical Year in Review
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.
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Are Your Fears Holding You Back?
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.html
https://blogs.chapman.edu/wilkinson/2023/10/20/the-top-10-fears-in-american-2023/