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 episode of Philotimo: Finances with Friends, CJ Stevens, CFP®, sits down with Vince Kraljevic, CFA®, ETF Strategist at Fidelity Canada and one of the sharpest minds in the investing world.
With over 18 years in the industry and a no-nonsense approach, Vince breaks down the world of quant investing, the differences between ETFs and mutual funds, and how Fidelity builds its all-in-one portfolios. If you’ve ever wondered how portfolios are built, how to interpret market signals, or what keeps professionals up at night: this one’s for you.
Together, CJ and Vince explore everything from strategy to risk indicators, with plenty of takeaways for both new and seasoned investors.
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About Vince Kraljevic
Vince is an ETF Strategist at Fidelity Investments Canada, the world’s third-largest asset manager. With 18 years of experience, he brings a unique blend of product expertise and advisor perspective. Vince is a Chartered Financial Analyst® charterholder and has worked across the investment spectrum—from boutique firms to large institutions.
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About Philotimo
We build long-term client relationships rooted in friendship and honour. CJ Stevens is a CERTIFIED FINANCIAL PLANNER® proudly serving 400+ Canadian families with personalized, transparent financial advice.
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📞 Get in touch ➭ https://www.philotimowealth.ca/contact
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📸 Follow us on Instagram ➭ https://www.instagram.com/philotimowealth/
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🎵 Music Credit: Syn Cole – Feel Good [NCS Release]
Disclaimer
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