Philotimo Wealth
CJ Stevens, CFP® at Philotimo Wealth ManagementPhilotimo (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-tra... more
| Publishes | Infrequently | Episodes | 9 | Founded | 9 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||
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Latest Episodes
In this episode of The Financial Rundown (filmed Nov 3, 2025), CJ and Maddie unpack one of the biggest shifts since the Great Resignation: the rise of job hugging and labour hoarding. We look at how workers went from quitting in record numbers in 202... more
In this episode of The Financial Rundown (filmed October 7, 2025), CJ welcomes Madeline Stratton, Associate Advisor at Philotimo Wealth, to unpack a whirlwind of headlines: from viral tax horror stories to the truth behind Canada’s rising unemploymen... more
In this episode of Philotimo: Finances with Friends, CJ Stevens, CFP®, sits down with Vince Kraljevic, CFA®, ETF Strategist at Fidelity Canada and one of the sharpest minds in the investing world.
With over 18 years in the industry and a no-nonsense... more
In this special episode of Philotimo: Finances with Friends, shot on Mother’s Day 2025, CJ sits down with three incredible women to talk about motherhood, identity, and what it really means to build a life that feels rich, even when things are hard. more
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 im... more
Taxes don’t have to be overwhelming! Bianca Batty, Chartered Professional Accountant (CPA), joins us to break down key tax strategies for homeowners, small business owners, and freelancers. We cover real estate tax rules, deductible expenses, busines... more
In this episode of The Financial Rundown (shot on March 12, 2025), CJ explores how historical market patterns can guide us through current market volatility. Looking back at 2018, we've seen that while markets may experience short-term fluctuations d... more
In this episode of The Financial Rundown (shot on Feb 10, 2025), CJ breaks down the urgent RRSPs and the major impact of new US tariffs that could affect your wallet in 2024!
* RRSP Deadline Alert: Everything you need to know about contributions, l... more
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Audience Metrics
Listeners, social reach, demographics and more for this podcast.
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1. The Daily
How many episodes of Philotimo Wealth are there?
Philotimo Wealth launched 9 months ago and published 9 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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