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Philotimo Wealth
CJ Stevens, CFP® at Philotimo Wealth Management
8 episodes
6 days ago
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.
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Investing
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All content for Philotimo Wealth is the property of CJ Stevens, CFP® at Philotimo Wealth Management and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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.
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Investing
Business
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What the 🇨🇦 Federal Election Results Mean for Your Money + Financial Spring Cleaning Tips | Financial Rundown | EP. 4
Philotimo Wealth
11 minutes 4 seconds
5 months ago
What the 🇨🇦 Federal Election Results Mean for Your Money + Financial Spring Cleaning Tips | Financial Rundown | EP. 4

In this episode of The Financial Rundown (filmed May 12, 2025), CJ closes the book on tax season and kicks off a new chapter with tips for financial “spring cleaning.” We unpack the latest Canadian federal election results and explore how they may impact your wallet.

From the truth about market volatility to why you shouldn’t give in to the pressure of social media: CJ dives into what actually drives success with money and why your systems > goals every time.


Watch More Financial Rundown Episodes âž­

https://www.youtube.com/watch?v=QOyDYFyRumQ&list=PLoJ1ls9aIwMfaN3g-5J7xAghCHXtd-4Jj

Check Out Huberman Essentials âž­

https://www.hubermanlab.com/essentials


❔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.


đź’» Get in touch with us âž­ https://www.philotimowealth.ca/contact

📱Follow us elsewhere:

Instagram âž­ https://www.instagram.com/philotimowealth/

Philotimo Wealth
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.