Dollars & Sense with a couple of gents

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 episode offers practical insight to help you decide if downsizing makes sense for you. Enjoy the episode!

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, or has it taken on a new role in today’s uncertain world? Enjoy the episode!

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 strategy, patience and discipline. Enjoy the episode!

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 episode offers practical insights into understanding and managing the risks that come with a turbulent market. 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.

If you’re looking for an update on the global economic environment, US tariffs, inflation and interest rates, and the outlook for both equities and fixed income markets, give this episode a listen! 

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 insight into the global economic environment, US tariffs, inflation and interest rates, and the outlook for both equities and fixed income markets, give this episode a listen! 

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 endure and some ways to offset some of the challenges. Enjoy the episode!

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 look forward into this new year.  From the overall economic implications of politics and interest rate expectations all the way down to sector specific thoughts around energy, financials and health care Dan provided very we...

Wealth Advisors Stephen Ellis and Robert Wolfson welcome Som Seif to the podcast to discuss the origins and evolution of the Exchange Traded Fund (ETF) market. Som is the founder and Chief Executive Officer of Purpose Investments Inc., which he formed following the sale of Claymore Investments to BlackRock Inc. in March 2012. Prior to Claymore Investments, Som was an investment banker with RBC Capital Markets, where he played a key role in developing the structured products group, raising capital for both Canadian and U.S. asset managers.

Enjoy the episode!

Wealth Advisors Stephen Ellis and Robert Wolfson take a comparative look at the performance of the equity markets (both domestic and foreign), bond prices and yields, commodities and currency for 2023 vs. the previous year. 

Enjoy the episode!

Wealth Advisors Stephen Ellis and Robert Wolfson (and Sue) provide an alphabetical recap of the year that was 2023. The Gents (and Sue) 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 Stephen Ellis and Robert Wolfson, aka "The Gents", discuss common fears and how they may be holding you back. In some cases those fears can have a negative impact on your financial decisions. Listen to this episode to see if you share any of these fears, how those fears may be affecting your decision making and, in some instances, how to overcome those fears. Enjoy the episode!

https://www.cnbc.com/2017/05/18/the-10-biggest-fears-holding-you-back-from-success.html

https://blogs.chapman.edu/wilkinson/2023/10/20/the-top-10-fears-in-american-2023/

In this episode Wealth Advisors Stephen Ellis and Robert Wolfson (aka “The Gents”) welcome back Warren Hastings, Director, Lead Investment Strategist of Scotia Global Portfolio Advisory Group . Warren discusses  the current macroeconomic environment, including inflation (again) and the potential of a recession in North America (still). He gives his thoughts on the geo-political situation in the middle east as well as why dividend paying stocks have underperformed recently. Enjoy the episode!

Whether you are moving to a warmer location for retirement or relocating for work, there are numerous items to consider.  In this episode Wealth Advisors Stephen Ellis and Robert Wolfson, aka "The Gents", discuss  some financial, tax and legal items to consider before making the move. Enjoy the episode!

In this episode Wealth Advisors Stephen Ellis and Robert Wolfson, aka "The Gents", are joined by Amanda Nitschke. As a Total Wealth Planner, Amanda is responsible for guiding our clients through our Total Wealth Planning process, which begins with a thoughtful consideration of their entire financial picture, immediate needs, and goals for the future. Amanda discusses what goes into the creation and execution of a financial plan as well as some of the obstacles one might face along the way.  Enjoy the episode!

History has shown that in times of market volatility sticking to a disciplined strategy can help get you through those rough patches.  In this episode Wealth Advisors Stephen Ellis and Robert Wolfson, aka "The Gents", discuss strategies to help you navigate through times of turbulence and come out ahead on the other side.  The last couple of years have taken investors on a roller coaster ride and these tips will ensure your seatbelts remain fastened through the ups and downs.  Enjoy the episode!

In this episode, Wealth Advisors Stephen Ellis and Robert Wolfson explain some of the benefits of discussing financial matters with your significant other. From simple financial issues like budgeting, to more complex matters such as retirement planning, "the gents"  stress the importance of having these discussions with your partner. Enjoy the episode!

In this episode Wealth Advisors Stephen Ellis and Robert Wolfson (aka “The Gents”) welcome Warren Hastings, Director, Lead Investment Strategist of Scotia Global Portfolio Advisory Group . Warren discusses  the current macroeconomic environment, including inflation and the potential of a recession in North America. He gives his thoughts on the equity and fixed income markets as well as some commentary on currency and the US debt ceiling. Enjoy the episode!

In this episode Wealth Advisors Stephen Ellis and Robert Wolfson (aka “The Gents”) welcome Malcolm Dorson, Senior Portfolio Manager at Mirae Asset Global Investments (USA).  Malcolm has been managing portfolios investing in Latin America, Emerging Europe, the Middle East, and Africa since 2015 .  He discusses all things  Emerging Markets.... from what they are to the opportunities in those economies.  This an area of the market that is showing signs of growth while developed economies may be going into recession.  Investing in the emerging markets provides a great opportunity for diversification.  This is an episode that can't be missed.

Wealth Advisors and Portfolio Managers Stephen Ellis and Robert Wolfson aka “The Gents” discuss optimism in investing. They explore why it seems to be the exception rather than the rule.  Perhaps human nature is the reason it is often easier to take a negative or pessimistic view. Perhaps it is the consistent flow of negative news from the mainstream media that causes us to see things more from that perspective. Maybe it is neither of those things. Either way, there are qualities in both approaches as it pertains to investing. The pessimistic side is often discussed and explored, the Gents...

Wealth Advisors and Portfolio Managers Stephen Ellis and Robert Wolfson aka "The Gents" discuss US bank failure(s). Specifically, they discuss the recent failure of Silicon Valley Bank... the reason for the failure, the size and scope of the bank, as well as the action taken by regulators to protect uninsured depositors. They also discuss just how common bank failures are in the US as well as some interesting facts around when and where these failures occur. Enjoy the episode! 

In this episode, Wealth Advisors Stephen Ellis and Robert Wolfson provide a quick review of some of the headlines that are impacting the economy and the markets. We are STILL feeling the impact of inflation, the war in the Ukraine, rising rates, and the continued impact of supply chain issues. There is still the discussion of a recession looming over the economy and the markets but increasingly, the discussion of not actually seeing a recession in North America at all. All of these factors are continuing to cause volatility in the equity markets. The "Gents" remind listeners...

Wealth Advisors Stephen Ellis and Robert Wolfson (aka. The Gents) discuss hindsight bias, also known as the knew-it-all-along-phenomenon. This is the common tendency for people to perceive past events as having been more predictable than they actually were.  They take a look back at some of the events which contributed to the market volatility in 2022 with the benefit of hindsight.

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Wealth Advisors Stephen Ellis and Robert Wolfson provide an alphabetical recap of the year that was 2022. 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 holiday themed episode Wealth Advisors Stephen Ellis and Robert Wolfson aka "The Gents" were joined by their senior associate Myndi Quirion to help them get in the Christmas spirit.  The Ellis Financial Group family discusses their Christmas traditions, both past and present, along with their favorite Christmas movies and songs.   Back by popular demand Rob shares the  2022 Edition of The 12 Days of Investing to put a bow on the year that was 2022.   From The Ellis Financial Group family to yours we would like wish you a holly jolly Christmas and happy listening!!

Wealth Advisors Stephen Ellis and Robert Wolfson welcome James Kent,  Procurement Manager at WineCollective to the podcast. James introduces us to WineCollective, a wine subscription service that allows you to explore and enjoy professionally selected, hard-to-find wines, shipped to your door every month. He explains how this unique business differs from the more traditional wine procurement process (ie. going to your local liquor store).  From humble beginnings running the business out of a garage to a business that now spans the nation. Join us as we learn all about the second company featured in our Local Business Series.... WineCollective. Duration: 00:26:36

Wealth Advisors Stephen Ellis and Robert Wolfson aka "The Gents" welcome Jeff Sujitno to the Podcast. Jeff is a Portfolio Manager with Wellington Square. He has extensive experience investing in the fixed income markets and currently specializes in both fixed income and credit with a focus on senior loans, high yield bonds and investment grade corporate bonds.  It's definitely been a challenging year for fixed income investments. Jeff helps break down what we have seen so far and what the remainder of the year and 2023 may have in store for us.

In this episode Wealth Advisors Stephen Ellis and Robert Wolfson discuss ways to deal with the stress and anxiety that often comes with a recession. They provide a few tips to deal with both the emotional and financial tolls that a slowdown in the economy can have on everyday people. Hopefully this episode provides you with  some peace of mind as we move ever closer to a potential recession.

In this episode Wealth Advisors Stephen Ellis and Robert Wolfson discuss their recent conference attendance and discuss some key takeaways from their respective conferences. Both Robert and Stephen are always striving to stay up to date on market activity as well as any changes in the Wealth Management Industry. By attending these types of events, their objective is to stay current and in turn provide the best possible advice and service to their clients. .. as well as bring new and exciting content to this podcast. Hopefully this episode fits that bill. Enjoy!

In this episode Wealth Advisors Stephen Ellis and Robert Wolfson discuss the market trading anomaly called The September Effect which refers to the historically weak stock market returns during the month.   The Gents educate us on what this trading pattern is and some of the seasonal factors which contribute to the volatility we usually see this time of year.

The Gents also take a look at the current economic and market environment to see what September 2022 has in store for investors.  Lastly they look at some really interesting historical data surrounding the U.S. Presidential cycles for a...

In this episode, Wealth Advisors Stephen Ellis and Robert Wolfson provide a quick economic and market update. They discuss the ways in which recent factors and events are impacting the economy and the markets. Many of us are really starting to feel the impact of inflation, the war in the Ukraine, rising rates, and the continued impact of supply chain issues... not to mention the impact on investment portfolio values. There is also the fear of a recession looming over the economy. All of these factors are causing a certain level of fear and/or anxiety out there. As...

In this episode, Wealth Advisors Stephen Ellis and Robert Wolfson discuss the continued negative sentiment in the markets. They suggest ways to reframe the rhetoric to feel less "gloomy" about the current state of affairs. Some positive sound bites will hopefully help you deal with, and possibly overcome, the negativity that persists in the media. In turn, ensuring a successful outcome in your investment portfolio when the markets ultimately turn around.

In this episode, Wealth Advisors Stephen Ellis and Robert Wolfson discuss market volatility. They briefly explain what it is but, perhaps more importantly, what is causing the recent market volatility, how to deal with it, and the opportunity it can provide. 

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 Day means to her, why gender equality is good for business and why it is important for women to increase their financial literacy and get involved in their own financial management.  #Breakthebias

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, equity markets and currency.

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 provide you with some insight to give you a better understanding and remove that stigma or fear associated with inflation.

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 success story that was built out of an appreciation of Calgary and its beautiful mountain surroundings. They continue to give back to that same community making this company a perfect fit to be our first co...

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 contingencies in your plan.

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 the current state of real estate in the Calgary area, this is an episode you don’t want to miss!

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?

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Published: Apr. 13, 2021 @ 8AM Edit

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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 focuses exclusively on privately owned businesses.  Trevor is a CPA CA and has over 25 years of experience as a trusted business advisor for business owners and their businesses.  This includes advisin...

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 been with Russell Investments since 1998.  

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 policy and politics providing regular commentary and insight into Washington for financial services and investment management clients globally, including specialized coverage of the Federal Reserve, economic policy and politics.  Greg is based in Washington, D.C...

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 choosing companies to invest in.  

 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. politics are shaping global markets. Greg has over three decades of experience analyzing policy and politics providing regular commentary and insight into Washington for financial services and investment management clients globally, including specialized coverage o...

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 decile performance. Andy brings a breadth of experience across fixed income, equities, real estate, infrastructure and health care and has been featured as a recurring guest on BNN and Bloomberg TV.

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 when investing in a TFSA.

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.