Dollars & Sense with a couple of gents

In this episode, Wealth Advisors Stephen Ellis and Robert Wolfson discuss Diversification. They explain what diversification is, how to apply it to your investment portfolio and the benefits of doing so. As a way to reduce risk and volatility in your investment portfolio, it is an integral part of any investment strategy. 

We have all heard the expression that there are two sure things in life… death and taxes.  As the deadline to file your annual tax return approaches, Wealth Advisors Stephen Ellis and Robert Wolfson ("The Gents"), discuss common tax slips that are generated from an investment portfolio.

In this episode Wealth Advisors Stephen Ellis and Robert Wolfson (aka “The Gents”) welcome Judy Goldring, President and Head of Global Distribution from AGF Management Limited. International Women’s Day is a global day celebrating the social, economic, cultural and political achievements of women.  As a prominent business leader in the financial sector Judy tells what International Women's Da...

In this episode Wealth Advisors Stephen Ellis and Robert Wolfson (aka “The Gents”) welcome Dan Bastasic, Senior Vice President and Portfolio Manager from IA Clarington Investments. Dan explains what it means to be a value-oriented investor and provides some insight as to how he is currently positioning his Strategic Equity Income Fund. He also discusses his thoughts and outlook for the economy, eq...

What's your New Year's Resolution? Wealth Advisors Stephen Ellis and Robert Wolfson discuss some common resolutions (financial and otherwise) and provide some "tips and tricks" to stick to them. Enjoy... and best wishes for a happy and healthy 2022.

For their last episode of the year, Wealth Advisors Stephen Ellis and Robert Wolfson (aka "The Gents), discuss a couple of year end portfolio planning tips.  Perhaps more importantly, they are spreading some holidays cheer in their own special way.  They hope you enjoy "12 Days of Investing", a new Christmas carol which is sure to be added to your holiday playlist.

Can you believe it is December already?!?!  Wealth Advisors Stephen Ellis and Robert Wolfson provide an alphabetical recap of the year that was 2021.   The Gents look in the rear view mirror to highlight the words which come to mind, from A to Z, when thinking about what made the news over the past year.

In this episode Wealth Advisors and Gents, Stephen Ellis and Robert Wolfson, discuss items to consider if you own a family cottage, cabin, vacation or rental property. Whether you plan to pass it down to the next generation as a part of your estate, transfer it while you are still living, or even sell it, the gents discuss things you may need to consider to do so effectively.

Wealth Advisors Stephen Ellis and Robert Wolfson discuss inflation. This is something that is in the news a lot lately and, quite frankly, a topic that we haven't really had to deal with for quite some time. The gents discuss what inflation is, what causes it and how to deal with it. Ultimately, it's not something to be feared but rather a normal part of the economic cycle. The Gents pro...

Wealth Advisors Stephen Ellis and Robert Wolfson welcome Alex Horner,  Co-Founder and Head Brewer of Banded Peak Brewing to the podcast. Alex talks business, beer and the business of beer.  From humble beginnings to where they are today, Alex talks about how the business has evolved over time and addresses the rewards and challenges experienced along the way. Banded Peak it a local business succes...

Wealth Advisors Stephen Ellis and Robert Wolfson take a deeper look into the financial planning process and discuss contingency items which you may want to plan for.  Your plan should be an accurate reflection of your life but if you were asked if that was the case, is there a chance you might say, " Yah but..."? You are not alone.  Let the Gents shed some light on addressing these conti...

It's almost back to school time!! Wealth Advisors Stephen Ellis and Robert Wolfson teach us the details of RESP's. If you are looking for a way to save for a child's or grandchild's education, this episode is a great place to start to find out how a RESP works and if it is right for you. 

Wealth Advisors Stephen Ellis and Robert Wolfson discuss the age-old debate of whether it is "better" to own Mutual Funds or Individual Equities. The fact is, it's not about what's "better" but rather, what is more appropriate for you based on your own personal situation. Give this episode a listen and decide what's right for you.

In this episode The Gents Stephen Ellis and Robert Wolfson (Wealth Advisors from The Ellis Financial Group at Scotia Wealth Management) breakdown and dissect a common type of investment...the mutual fund.    They touch on the origin of pooled investments, what mutual funds are, what you can own in them and some current stats for the fund market today.

Wealth Advisors Stephen Ellis and Robert Wolfson welcome Spencer Tonkinson from the Western Elite Real Estate Group to the podcast.   An experienced realtor with ReMax Realty Innovations Spencer provides an update on the many different factors currently influencing property prices in Calgary.  From inventory levels and lumber prices to the migration to the suburbs. If you have any questions about...

Wealth Advisors Stephen Ellis and Robert Wolfson explore the different indexes (indices) around the world. They discuss the North American markets in more details and Rob quizzes Steve on his knowledge of the largest companies in the world. How many of the top 10 do you know? Episode is Live Published: Apr. 13, 2021 @ 8AM Edit Unpublish Add a Transcript Get episode better indexed by search engines...

Wealth Advisors Stephen Ellis and Robert Wolfson discuss the history of stock market exchanges.  The gents look into how modern stock markets came to be starting way back in the 1300's. In discussing the history of today's modern exchanges, they discover and discuss events that support the fact that history does repeat itself.  

Wealth Advisors Stephen Ellis and Robert Wolfson welcome Trevor Thomson from KPMG Enterprise to the Podcast to provide a timely tax update to assist you in preparing your annual return.  Trevor discusses how COVID may impact your tax filing for 2020 and he also speaks to some other tax slips you may receive this year. Trevor is currently a partner in KPMG’s Enterprise Practice – a team that focuse...

Wealth Advisors Stephen Ellis and Robert Wolfson welcome Greg Nott to the Podcast to provide an overview and update on the Bond Markets.  Greg is the Senior Director, Head of Multi-Asset for Russell Investments Canada Limited and is responsible for all aspects of investment management, including leading the fixed income and equity Investment teams. Greg has 22 years of industry experience and has...

Wealth Advisors Stephen Ellis and Robert Wolfson welcome Greg Valliere back to the Podcast to provide an update on the U.S. political situation. 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. politics are shaping global markets. Greg has over three decades of experience analyzing...

Wealth Advisors Stephen Ellis and Robert Wolfson provide an alphabetical recap of the year that was 2020.   The gents look in the rear view mirror to highlight the words which come to mind, from A to Z, when thinking about what made the news in a year most people want to forget.  

Wealth Advisors Stephen Ellis and Robert Wolfson discuss acronyms commonly used in the financial services industry. Using shortened versions of phrases can often speed up communication but can also often be a bit confusing and overwhelming. The gents guide you through some often used examples and may have even made up one of their own.

Wealth Advisors Stephen Ellis and Robert Wolfson with the Ellis Financial Group discuss an emerging trend in company analysis called "ESG", also known as "Environmental, Social, and Governance". In this episode, they discuss what each letter of this financial acronym stands for along with what considerations portfolio managers, and individual investors take into account when ch...

 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.