60 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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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 your current and/or future financial plans. Enjoy the episode!
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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 Central Bank policy, currency, the market volatility we saw in April, and the upcoming US election. Enjoy the episode!
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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. Enjoy the episode!
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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 politic...
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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 cap...
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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 the episode!