Philotimo Wealth Management

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..

The goal isn’t just to “have insurance.” It’s to make sure the people, income, business, and future you’ve worked hard t...
05/20/2026

The goal isn’t just to “have insurance.” It’s to make sure the people, income, business, and future you’ve worked hard to build stay protected if life takes an unexpected turn.

At Philotimo, insurance planning is integrated into your bigger financial picture alongside your investments, tax strategy, retirement plan, and estate goals.

Because good planning isn’t just about growing wealth. It’s about protecting it too.

Book a consultation via our link in bio. We’ll listen, answer questions, and outline a clear plan forward.

At Philotimo, we make sure your finances make sense to you. Whether it’s helping breakdown, investing, retirement, plann...
05/15/2026

At Philotimo, we make sure your finances make sense to you.

Whether it’s helping breakdown, investing, retirement, planning, taxes, or long-term wealth: we do it in a way that actually makes sense. No fancy talk, just clear guidance and a plan built around your life.

“Sell in May and go away” makes for a catchy headline, but history tells a different story.Since 1972, there have been 2...
05/06/2026

“Sell in May and go away” makes for a catchy headline, but history tells a different story.

Since 1972, there have been 25 years where the S&P 500 was already up more than 5% by the end of April. In those years:

→ May–October averaged +3.9%
→ The rest of the year averaged +8.8%
→ 23 out of 25 years finished positive

That doesn’t mean markets move in a straight line. Volatility still happens. Headlines still matter. And no statistic guarantees what comes next.

But historically, strong starts have usually led to continued gains, not a reason to jump out of the market. We dove much deeper into the data, historical context, and what this could mean for investors in our latest Monthly Market Review newsletter, so if you’re not subscribed, you’re missing out.

Trying to time a pullback because of a seasonal saying has often been more expensive than simply staying invested.

If you’ve been sitting on cash waiting for the “right time,” or wondering whether your current plan still fits your life, this is a good time to review it.

Book a mid-year check-in with Philotimo Wealth Management. All links are in our bio!

05/01/2026

Who else is celebrating the end of tax season?

To our team, thank you for the care, focus, and long hours you put into supporting every client through a complex season. It does not go unnoticed.

To our clients, a quick reminder that payments were due April 30. If you still have a balance, interest is now accruing, so taking care of it sooner can help limit extra costs.

Grateful for another year working together!

04/30/2026

Volatility makes markets feel urgent. Like you need to act now or miss out. But reacting to headlines is how investors quietly lose money over time.

This is where discipline matters more than prediction.

Follow Philotimo Wealth Management for grounded investing insight that actually holds up in real markets.

And if you are realizing you do not have a clear plan right now, send us a message. We will help you build one that you can stick to.

If any of these sound like you, you’re not alone.At Philotimo, we work with clients across every stage of life, from jus...
04/17/2026

If any of these sound like you, you’re not alone.

At Philotimo, we work with clients across every stage of life, from just getting started to navigating complex financial decisions. Different goals, different pressures, same need for clarity and a plan that actually fits.

You’re not behind. You just haven’t had the right strategy in place yet.

Book a free call. Link in bio. 🔗

Address

13 Paisley Street
Guelph, ON
N1H2N5

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