Dollars & Sense with a couple of gents

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! 

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...

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 c...

In this episode Wealth Advisors Stephen Ellis and Robert Wolfson, aka "The Gents", unpack the recent turbulence in the stock market. From rising interest rates and persistent inflation to the geopolitical tensions, they break down the forces at play. Enjoy the episode!

In this episode Wealth Advisors Stephen Ellis and Robert Wolfson, aka "The Gents", welcome back Walid Khalid to the podcast. Walid is a key member of the Global Investment Solution’s Investment Strategy team at Scotia Wealth Management, contributing to the strategic and tactical asset allocation decisions, global macroeconomic analysis and geopolitical assessment.

Wealth Advisors Stephen Ellis and Robert Wolfson continue their annual tradition of providing an alphabetical recap of the past year. The Gents look in the rear view mirror to highlight the words that come to mind, from A to Z, when thinking about what made the news in 2025. Enjoy the episode! 

In this episode, Wealth Advisors Stephen Ellis and Robert Wolfson, aka “The Gents” discuss financial stress associated with the holidays. From “just one more gift” to January credit card shock. We break down what drives holiday stress and how to avoid the post-holiday regret while still making the season special. Enjoy the episode!

In this episode, Wealth Advisors Stephen Ellis and Robert Wolfson, aka “The Gents” break down what it really means to downsize your principal residence in today’s market. From the financial pros and cons, to the emotional challenges, to the surprising reality that a smaller home doesn’t always mean a smaller price tag. Whether you are planning for retirement or simply rethinking your space, this e...

In this episode, Wealth Advisors Stephen Ellis and Robert Wolfson, aka “The Gents” dig into the glittering world of gold investing and discuss why the precious metal is defying old market rules. The gents explore gold’s surprising decoupling from real interest rates, the surge in central bank buying, and what this global rebalancing means for everyday investors. Is gold still a reliable safe haven...

In this episode, Wealth Advisors Stephen Ellis and Robert Wolfson, aka “The Gents”, explore the parallels between golf and investing. From managing risk and playing the long game to keeping emotions in check, golf offers countless lessons that apply to building and maintaining wealth. Whether you’re a weekend golfer, a seasoned investor, or both, you’ll come away with a fresh perspective on strate...

In this (short) episode, Wealth Advisors Stephen Ellis and Robert Wolfson, aka “The Gents”, explore how social media is quietly—but powerfully—shaping the way many people invest. While platforms like TikTok and Reddit have democratized access to financial information, they’ve also created echo chambers, amplified risky behavior, and encouraged impulse decisions fueled by FOMO.

Financial scams are becoming more common, increasingly sophisticated, and harder to recognize. In this episode Wealth Advisors Stephen Ellis and Robert Wolfson, aka "The Gents", discuss some of the more prevalent financial frauds and share practical tips to help you recognize the red flags, protect your information and avoid becoming a victim. Enjoy the episode!

In this episode Wealth Advisors Stephen Ellis and Robert Wolfson, aka "The Gents", take a closer look at market volatility and the CBOE Volatility Index “VIX”.  They break down the complex world of market volatility - what it is, the different types (historical and implied), and some historical periods of high volatility. Whether you’re a long-term investor or short-term trader, this epi...

In this episode Wealth Advisors Stephen Ellis and Robert Wolfson, aka "The Gents", welcome (back) Walid Khalid to the podcast. Walid is a key member of the Global Investment Solution’s Investment Strategy team at Scotia Wealth Management, contributing to the strategic and tactical asset allocation decisions, global macroeconomic analysis and geopolitical assessment. If you’re looking for...

In this episode Wealth Advisors Stephen Ellis and Robert Wolfson, aka "The Gents", welcome Walid Khalid to the podcast. Walid is a key member of the Global Investment Solution’s Investment Strategy team at Scotia Wealth Management, contributing to the strategic and tactical asset allocation decisions, global macroeconomic analysis and geopolitical assessment.   If you’re looking for insi...

In this episode Wealth Advisors Stephen Ellis and Robert Wolfson, aka "The Gents", welcome Dan Janis to the podcast. Dan is co-founder and CEO of Agile Investment Management and is the key decision-maker for the company’s investment strategies. If you're looking for insight into global fixed income and foreign exchange markets, give this episode a listen! 

Wealth Advisors Stephen Ellis and Robert Wolfson continue their annual tradition of providing an alphabetical recap of the past year. The Gents look in the rear view mirror to highlight the words that come to mind, from A to Z, when thinking about what made the news in 2024. Enjoy the episode! 

In this episode Wealth Advisors Stephen Ellis and Robert Wolfson, aka "The Gents", discuss the seasonal phenomenon known as the “Santa Claus Rally”.  Enjoy the episode!

In this episode Wealth Advisors Stephen Ellis and Robert Wolfson, aka "The Gents", discuss their thoughts on a number of current issues and events. In this particular edition of “Here’s What We’re Thinking”, they discuss events that could cause potential uncertainty in the markets going into the remaining 3 months of the calendar year. Enjoy the episode!

In this episode Wealth Advisors Stephen Ellis and Robert Wolfson, aka "The Gents", welcome Raj Lala to the podcast. Raj is President and CEO of Evolve ETFs. Evolve is one of Canada’s fastest growing ETF providers. specializing in bringing innovative ETFs to Canadian investors. If you want some insight on technology in our ever “Evolving” world of technology, give this episode a listen! 

In this episode, Wealth Advisors Stephen Ellis and Robert Wolfson, aka "The Gents", discuss The “Sandwich Generation”. Being part of the sandwich generation has its challenges. Between managing the finances and everyday challenges of your own life and children, as well as your aging parents, you may find yourself overwhelmed. The Gents provide some insight into what this generation may e...

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!  

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!

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!

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 l...