Dollars & Sense with a couple of gents

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 well rounded and insightful comments.  

As always we hope you enjoy the episode!

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/