13 Paisley Street, Guelph, ON, N1H 2N5
Personalized Wealth Management

Grow your investments, plan for the future.

Personalized wealth management services backed by flexible plans that are built for you.
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Serving Southern Ontario

Comprehensive Wealth Management Services

Your success and peace of mind are our highest priorities. Whether you want to build, preserve, or grow your assets, our experienced wealth management advisors will develop personalized strategies to align with your financial goals. Proudly serving southern Ontario, including Guelph, Toronto, and the GTA.

Personalized Financial Planning

A Plan Right For You

We take the time to understand your aspirations, challenges, and values. From retirement and education planning to investment management and estate planning, we will provide you with the clarity and confidence to make the best financial decisions for your future.

Let’s talk about achieving your financial goals.

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Services

Grow And Protect Your Wealth

Certified Financial Planners

Your Team of Local Wealth Management Advisors

As a CERTIFIED FINANCIAL PLANNER® professional, CJ Stevens and his team at Philotimo Wealth Management take pride in serving the Guelph, Toronto, and southern Ontario communities with integrity, transparency, and dedication.

We are committed to helping you create a strong legacy and secure a prosperous financial future for yourself and your loved ones.

CJ Stevens

Certified Financial Planner®

Let’s build your financial future together.

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Benefits

Covered From Every Angle

Working directly with you to develop a personalized financial plan that enables you to make smart investments decisions, prepare you for the future and reach your financial goals.

“I have relied on Jerry and CJ’s financial expertise for well over 10 years. They have been diligent in understanding and making sure I stay on track to achieve my goals.

With a personal goal to retire early, they focused on my best interest and effectively planned to ensure I have enough money to enjoy my retirement. Without Jerry and CJ, early retirement wouldn’t be a reality.”

— Shane S.
Twice the confidence

Twice the confidence

You get two Certified Financial Planners® working on your account to ensure you’re covered from every angle.

Financial Goals

Your needs first

Every decision made is guided by your needs to make sure you reach your financial goals.

Financial Success

Made just for you

Plans are tailored around your goals and lifestyle to ensure long-term financial success.

philotimo

(fee.low.tee.mo)

Definition: Friendship and Honour

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Planning your financial future?

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