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 ..read more

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 ..read more

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 ..read more

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 ..read more

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 ..read more

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 ..read more

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 ..read more

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 ..read more

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 ..read more

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 ..read more