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.
Taxes don’t have to be overwhelming! Bianca Batty, Chartered Professional Accountant (CPA), joins us to break down key tax strategies for homeowners, small business owners, and freelancers. We cover real estate tax rules, deductible expenses, business tax planning, CRA audits, and commonly missed credits. Plus, Bianca debunks major tax myths and shares practical tips to keep more money in your pocket.
You can learn more about Batty Accounting at ➭ https://www.battyaccounting.com/
❔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/contact
Instagram ➭ https://www.instagram.com/philotimowealth/
Music ➭ Syn Cole – Feel Good [NCS Release]
#WealthManagement
#FinancialPlanning
#Finance
#FinanceGoals
#Canada
#CanadianFinance
#PersonalFinance
#PersonalFinanceTips
Disclaimer
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