PODCAST · business
Dollars & Sense with a couple of gents
by Ellis Financial Group
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 ScotiaMc
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The World Cup vs. the Stock Market
What if your favorite World Cup team was a stock? From hype and momentum to underdogs and market crashes, Wealth Advisors Stephen Ellis and Robert Wolfson, “The Gents,” break down the surprising similarities between international football (soccer) and investing. Enjoy the episode!
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Living in an Interconnected World – The benefits and fragility of globalization
Globalization sounds straightforward… open markets, share ideas, connect the world. But what begins as a growth strategy can create structural challenges and fragility no one anticipated. In this episode, Wealth Advisors Stephen Ellis and Robert Wolfson, “The Gents,” break down how globalization reshapes economies, cultures, and supply chains. Using real‑world analogies, we explore both sides of an interconnected world… the opportunities it unlocks and the vulnerabilities it exposes. Enjoy the episode!
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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 episode, Wealth Advisors Stephen Ellis and Robert Wolfson, aka "The Gents", break down why DIY investing often falls short, how small mistakes can compound over time, and why having a professional advisor is less about beating the market and more about avoiding costly errors. Using real-world renovation analogies, we explore the hidden risks of going it alone.
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ABOUT THIS SHOW
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 ScotiaMc
HOSTED BY
Ellis Financial Group
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