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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 services are provided by ScotiaMcLeod, a division of Scotia Capital Inc. Scotia Wealth Management® consists of a range of financial services provided by The Bank of Nova Scotia (Scotiabank®); The Bank of Nova Scotia Trust Company (Scotiatrust®); Private Investment Counsel, a service of 1832 Asset Management L.P.; 1832 Asset Management U.S. Inc.; Scotia Wealth Insurance Services Inc.; and ScotiaMcLeod®, a division of Scotia Capital Inc. Wealth advisory and brokerage services are provided by ScotiaMcLeod®, a division of Scotia Capital Inc. Scotia Capital Inc. is a member of the Canadian Investor Protection Fund and is regulated by the Investment Industry Regulatory Organization of Canada. Insurance products and services, including segregated funds, are offered and sold exclusively by Scotia Wealth Insurance Services Inc., an insurance agency and subsidiary of Scotia Capital Inc. Subject to any applicable death and maturity guarantee, any part of the premium or other amount that is allocated to a segregated fund is invested at the risk of the contract holder and may increase or decrease in value according to fluctuations in the market value of the assets of the segregated fund. A description of the key features of the segregated fund contract is contained in the information folder, which can be obtained from your Scotia Wealth Insurance Services Inc. Representative. Please read the folder carefully before investing. When discussing and selling life insurance products and services, our licensed Wealth Advisors are acting as Insurance Advisors (or, in the case of Quebec, Financial Security Advisors) of Scotia Wealth Insurance Services Inc. ® Registered trademark of The Bank of Nova Scotia, used under license. For more information visit www.scotiawealthmanagement.com. Ellis Financial Group is a personal trade name of Stephen Ellis.

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Check latest episodes from Dollars & Sense with a couple of gents podcast

Talking Private Banking with Eibi Likcani

2026/09/28

In this episode Wealth Advisors Stephen Ellis and Robert Wolfson, aka "The Gents", welcome Eibi Likcani to the podcast. Eibi is an Associate Director & Team Lead, Private Banking at Scotia Wealth Management, supporting families in building and protecting wealth through tailored credit strategies and concierge-style banking services. If you’re looking to learn more about the Private Banking solutions at Scotia Wealth Management, give this episode a listen!

Mid-2026 Markets: AI Optimism, Energy Volatility, and Signs of a Weaker Economy

2026/08/06

In this episode, Wealth Advisors Stephen Ellis and Robert Wolfson, “The Gents,” unpack the competing forces shaping markets in mid-2026, from AI-driven growth and resilient equity returns to sticky inflation, energy volatility, and cautious central banks. They explore what higher oil prices, Bank of Canada policy, trade uncertainty, currency moves, and signs of a weaker economy mean for investors trying to stay disciplined in a complex market environment. Enjoy the episode!

The World Cup vs. the Stock Market

2026/07/03

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!

Living in an Interconnected World – The benefits and fragility of globalization

2026/05/29

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 an interconnected world… the opportunities it unlocks and the vulnerabilities it exposes. Enjoy the episode!

The DIY Trap: What Home Renovations Can Teach You About Investing

2026/04/28

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 compound over time, and why having a professional advisor is less about beating the market and more about avoiding costly errors. Using real-world renovation analogies, we explore the hidden risks of going it alone.

Navigating Market Volatility in 2026: Interest Rates, AI and Global Tensions

2026/03/27

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!

Economic and Market Insight with Walid Khalid

2026/02/13

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.

The ABC’s of 2025: An Alphabetical Year in Review

2026/01/21

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!

Holiday Financial Stress - And Ways To Avoid It

2025/12/24

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!

Downsizing Your Home: Making the Move That Makes Sense

2025/12/11

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!

Going For Gold: What's Behind the Shine?

2025/10/22

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!

Playing the Long Game: Golf Lessons for Investing

2025/08/28

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!

Is Social Media Influencing Your Investment Strategy?

2025/07/21

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.

Recognizing and Avoiding Financial Scams

2025/06/17

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!

Making Sense of Market Volatility

2025/05/21

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!