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 May 8, 2026), Maddy and CJ talk through what Canadians should actually be focusing on now that tax season has wrapped up.
From setting up your CRA account and revisiting your spending habits, to retirement income realities and helping adult children buy their first home, this episode is all about the financial conversations happening behind closed doors right now.
We break down why financial planning is not about restriction or guilt, how retirement spending changes over time, and the important conversations families should have before simply writing a cheque for a down payment.
This is a practical, real-world discussion about aligning your money with your values, adapting your plan as life changes, and making thoughtful decisions instead of reactive ones.
Who are we?
Philotimo: fee-low-tee-mo
Definition: ”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+ 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)
Disclaimer
This podcast’s information is provided for general reference and was obtained from publicly accessible sources. The Podcast Collaborative neither produces nor verifies the content, accuracy, or suitability of this podcast. Views and opinions belong solely to the podcast creators and guests.
For a complete disclaimer, please see our Full Disclaimer on the archive page. The Podcast Collaborative bears no responsibility for the podcast’s themes, language, or overall content. Listener discretion is advised. Read our Terms of Use and Privacy Policy for more details.