Philotimo Wealth
BookmarkCJ Stevens, CFP® at Philotimo Wealth Management
Philotimo Wealth is a business podcast hosted by CJ Stevens, CFP® at Philotimo Wealth Management. It has 11 episodes, with the latest published February 2026.
Philotimo (fee.low.tee.mo)Definition: "Friendship and Honour"At Philotimo Wealth Management, our client relationships are built on friendship and honour. We value giving our clients the foundation they need to achieve their goals. CJ Stevens is a CFP® professional proudly serving 400+ families working and alongside them to learn and grow.Mutual funds, exempt market products, and/or exchange-traded funds are offered through Investia Financial Services Inc. Content is solely the work of CJ Stevens for the private information of his clients. Views and recommendations expressed are his own.
business ·en-ca ·11 episodes
Facing Financial Anxiety | Psychologist & Financial Advisor on Money Stress & Relationships | Finances with Friends, Ep. 5
Year End Financial Moves Canadians Should Make NOW | Financial Rundown, EP. 7
Job Hugging, Labour Hoarding & Canada’s Housing Crunch 🏠📉 | The Financial Rundown | EP. 5
The truth behind how a $700,000 RRSP turned into a $660,000 tax bill | The Financial Rundown | EP. 5
ETF Strategy, Market Risks & Smarter Investing w Vince Kraljevic | Philotimo: Finances with Friends | Ep. 5
Bills, Babies & Balance: How to Build a Wealthy Family Life | Philotimo: Finances with Friends | Ep. 4
What the 🇨🇦 Federal Election Results Mean for Your Money + Financial Spring Cleaning Tips | Financial Rundown | EP. 4
Slash Your Tax Bill: Proven Strategies from a Top CPA | Philotimo: Finances with Friends | Ep. 2
The TRUTH About 2025 Market Volatility That No One Is Telling You 📈 | EP. 3
TARIFFS EXPLAINED: How New US Tariffs Will Hit 🇨🇦 Wallets (It's Not Just Steel!) | Financial Rundown | EP.2
Retiring CFP® Reveals His Biggest Money Lessons | Philotimo: Finances with Friends | Ep. 1
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