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 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
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Ellis Financial Group
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