Philotimo (fee.low.tee.mo)
Definition: "Friendship and Honour"

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

Philotimo Wealth Management

Org chart

Teams

Offices