Philotimo Wealth Management

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Guelph, ON
Philotimo Wealth Management

(fee·low·tee·mo)
“Friendship and Honour”
A name that represents our values.

With over 50 years of combined experience, Jerry Kallitsis and CJ Stevens are seasoned CFP professionals who have helped 400+ clients plan and achieve their financial goals. 🗣 fee·low·tee·mo
👥 “Friendship + honour”
💲 Personalised wealth management
📈 Grow your investments, plan your future
🎙️ Bantering Bosses Podcast

We chose a name that represents those values, and we constantly strive to be an h

onourable friend to you. 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 through straightforward, honest advice. Jerry Kallitsis and CJ Stevens are seasoned CFP professionals dedicated to ensuring you're covered from every angle. With over 50 years of combined experience, our team has helped clients plan and achieve their financial goals. We proudly serve over 400 families, working alongside them to learn and grow together. As Certified Financial Planners® (CFP), we pledge to adhere to the CFP Board of Standards Code of Ethics and Professional Responsibility, always putting our clients' interests first. Mutual funds, exempt market products, and/or exchange-traded funds are offered through Investia Financial Services Inc. All posts are solely the work of CJ Stevens and Jerry Kallitsis for the private information of their clients. Although the authors are registered mutual fund representatives with Investia Financial Services Inc., this is not an official publication of Investia Financial Services Inc. The views (including any recommendations) expressed on this channel are those of the authors alone and are not necessarily those of Investia Financial Services Inc..

09/02/2026

For our current clients, this is also your reminder to book your mid-year check-in.

We want to make sure your financial plan still reflects your life, your goals, and where you’re headed!

A lot can change in a year. Maybe you’re getting married, welcoming a child, planning a move, thinking about retirement, renovating your home, or working toward a completely new goal.

Those changes matter to your financial strategy, and we want to plan for them with you.

New clients can click the link in our bio to book your check-in. If you’re an existing client, send us an email or set up a meeting through our Calendly.

08/26/2026

Your investments don’t exist in a vacuum. ❌ Where you hold them can matter just as much as what you invest in.

Asset location is one piece of a bigger financial picture that includes your investments, taxes, accounts, timeline and long-term goals. Our goal isn’t just to build a portfolio. It’s to make sure all of those pieces are working together!

That’s where a financial strategy built around you can make a difference.

Ready to look at the bigger picture? Connect with Philotimo Wealth Management to start building a financial strategy for your goals.

08/22/2026

Back to school means new classes, new routines and, for a lot of university students, a whole new level of managing your own money.

You don’t need to have a big income or know everything about the stock market to start building good financial habits. Learning how to budget, manage debt, save and understand your options now can make a big difference when you graduate.

Want some guidance getting started? Connect with our team here at Philotimo to start building a financial strategy that makes sense for where you are now and where you want to go.

(We promise it’s less intimidating than you think.)

08/20/2026

After decades in finance, the biggest lesson that stuck came from his dad.

We’re throwing it back this Thursday to one of the conversations that helped kick off a new chapter for Finances with Friends.

As Jerry prepared to retire after 27 years, he and CJ sat down to talk about where it all started, the lessons Jerry learned about money throughout his career, and the people who shaped the way he thinks about finances.
Including one lesson from his dad that stuck: have à system.

Whether you’re building wealth, thinking about retirement, or somewhere in between, there’s a lot to take from this one.

Watch the full episode of Finances with Friends on YouTube.

Who has had the biggest influence on the way you think about money?

08/15/2026

Kinda chic to nail down your financial strategy with a Certified Financial Planner®️

Link in bio for a free call!

08/12/2026

You should know what your money is doing, why you’re making certain decisions, and how it all connects to the life you actually want to live.

That’s 👏 what 👏 good 👏 wealth 👏 management 👏 should 👏 look 👏 like.

At Philotimo, we help Canadians build financial strategies that make sense for their goals, their priorities, and their future.

Ready to feel more confident about your financial future? Book a conversation. Link in bio.

08/05/2026

Money anxiety doesn’t disappear when we avoid it.

Remember this one? In this conversation from February with Hilary McCulloch from Calming Tree Counselling in Kitchener , we explore how financial anxiety can affect your sleep, your relationships, your confidence, and even make you avoid looking at your bank account altogether.

If you want to learn more about why money feels so emotional, where that stress comes from, and practical ways to build a healthier relationship with your finances,
go watch or listen on YouTube, Spotify, or Apple Podcasts.

Links in bio!

07/31/2026

A client recently sent us a list of retirement questions and one really made us laugh:

“Do I need to rob a bank now? ;)”

Behind the joke was a very real concern: “Am I actually going to be okay?” It’s a question we hear all the time.

At Philotimo Wealth, we don’t answer it with guesses or rules of thumb. Using Conquest Financial Planning Software, we build a retirement plan around your numbers, modelling different retirement dates, CPP timing, taxes, investment strategies, and “what if” scenarios so you can see how today’s decisions affect your future.

Sometimes, the biggest source of financial stress is simply not knowing where you stand.

One conversation can change that. No bank robbery required.

Book your Retirement Review with us today. Link in bio.

Address

13 Paisley Street
Guelph, ON
N1H2N5

Website

http://www.philotimowealth.ca/

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