Philotimo Wealth
Podcast Description
Philotimo (fee.low.tee.mo)
Definition: "Friendship and Honour"
We strive to form client relationships built on a foundation of friendship and honour and 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.
Podcast Insights
Content Themes
The podcast focuses on wealth management, financial planning, and personal finance, with episodes discussing topics such as the impact of US tariffs on Canadian consumers, investment strategies during trade tensions, and valuable retirement lessons. Specific episodes include a breakdown of RRSP contributions and a reflective conversation on retirement planning.
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.
In this special episode of Philotimo: Finances with Friends, shot on Mother’s Day 2025, CJ sits down with three incredible women to talk about motherhood, identity, and what it really means to build a life that feels rich, even when things are hard.
Andrea, Maddy, and Jess share their personal experiences: from post-natal depression to financial stress, from career sacrifices to joy in the little things. It's real talk on parenting, home finances, and defining what success looks like for your family.
This one’s for everyone on the parenting journey, whether you're expecting, raising little ones, supporting grown kids, or reflecting as a grandparent.
❔Who are we?
Philotimo (fee.low.tee.mo)
Definition: ”Friendship and Honour”
We strive to form client relationships built on a foundation of friendship and honour and value giving our clients the foundation they need to achieve their goals. CJ Stevens is a seasoned CFP professional proudly serving 400+ families, working alongside them to learn and grow.
Mutual funds, exempt market products, and/or exchange-traded funds are offered through Investia Financial Services Inc.
Get in touch with us ➭ https://www.philotimowealth.ca/contactInstagram ➭ https://www.instagram.com/philotimowealth/
Music ➭ Syn Cole – Feel Good [NCS Release]
Disclaimer
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