Dollars & Sense with a couple of gents

 Wealth Advisors Stephen Ellis and Robert Wolfson welcome Greg Valliere to the Podcast to provide an in depth update on a wide range of topics focused on the current U.S. political situation and upcoming Presidential election. Greg Valliere joined AGF Investments (AGF) in February 2019 as their Chief U.S. Policy Strategist. In this role, he is responsible for providing insight into how U.S. politi...

Wealth Advisors Stephen Ellis and Robert Wolfson discuss several "red flags" to be aware of when making investment decisions. There are numerous many ways to avoid making "bad" investment decisions however, the gents provide key things to look out for early in the decision making process that can assist you in looking at any investment more critically.

Wealth Advisors Stephen Ellis and Robert Wolfson welcome Andy Nasr to to the Podcast to provide an economic and market update. Andy is the Chief Investment Officer at ScotiaWealth Management. He has over 20 years of experience which includes being an award-winning Senior Portfolio Manager where he was responsible for managing several global and domestic mandates, delivering top quartile and/or top...

Wealth Advisors Stephen Ellis and Robert Wolfson expand on the concept of Lifestyle Planning. They discuss planning for retirement from a lifestyle perspective including accounting for the health and social aspects of retirement, replacing work, and long term care considerations. 

Wealth Advisors Stephen Ellis and Robert Wolfson introduce the concept of Lifestyle Planning. They provide some perspective on what it is and how to get started with the process. They discuss how it is both different from and complimentary to a "traditional" financial plan. 

Wealth Advisors Stephen Ellis and Robert Wolfson discuss the economy and the markets. They address the ongoing uptick in Covid-19 cases in the US, the current state of the US and Canadian Economies and focus on several sectors, including Energy and Financials. They also provide updates on gold and the airline industry.

Wealth Advisors Stephen Ellis and Robert Wolfson of the Ellis Financial Group discuss Tax Free Savings Accounts. In this episode they discuss the basic details of a TFSA including eligibility, contribution limits, withdrawals, and how it compares to an RRSP. They also delve into some of the lessor known facts associated with Tax Free Savings Accounts and provide a few key points to be aware of whe...

Wealth Advisors Stephen Ellis and Robert Wolfson of the Ellis Financial Group discuss several aspects of Behavioural Finance. In this episode they examine how Cognitive and Emotional Biases can affect your investment decisions.