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 Financial Rundown (shot on Dec 8, 2025), Maddy and CJ break down timely planning topics that matter right now, from year end deadlines and tax smart account decisions to portfolio concentration, currency risk, and what is happening and not happening with RRIF rules.
This is a practical, plain language conversation about how real people should be thinking about their money as we head into a new year. We cover overlooked strategies like asset location, the realities of market concentration for Canadian investors, and a client question many people are asking about the U.S. dollar and what it means for their portfolios.
If you are trying to make sense of headlines, planning decisions, and how it all actually impacts your financial plan, this episode is for you.Who are we?Philotimo: fee-low-tee-moDefinition: ”Friendship and Honour”
We believe strong financial planning starts with relationships built on trust, clarity, and long term thinking. CJ Stevens is a seasoned CFP professional serving 400 plus families, working alongside them to build plans that evolve through every stage of life.
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/contact
https://calendly.com/stevenscj
https://www.instagram.com/philotimowealth/
Music: Syn Cole – Feel Good (NCS Release)
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