Ellis Financial Group

Dollars & Sense with a couple of gents

Business EN ↓ 81 episodes

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 se...

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Ellis Financial Group

Episodes

Economic and Market Review 04.09.2020 42:07

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...

Lifestyle Planning - Retirement 21.08.2020 31:37

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.

Introduction to Lifestyle Planning 04.08.2020 21:24

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.

Economic and Market Review 11.07.2020 28:15

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.

Tax Free Savings Accounts (TFSA's) 30.06.2020 24:44

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...

Introduction to Behavioural Finance 09.06.2020 18:19

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.