Philotimo Wealth Management

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. The bosses, Jerry Kallitsis and CJ Stevens, are seasoned CFP professionals. With over 50 years of combined experience, we proudly serve 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.

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..