Dollars & Sense with a couple of gents

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! 

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! 

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! 

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!

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.

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!

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.

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! 

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!

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!