13 Paisley Street, Guelph, ON, N1H 2N5
hello@philotimowealth.ca519-823-2790
About

Helping you reach your goals sooner.

Your interests guide our decisions to ensure we help you reach your financial goals.
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About Us

Who We Are

We strive to form client relationships built on a foundation of friendship and honour. A foundation we uphold as part of our pledge as Certified Financial Planners®. Pledging to adhere to the CFP Board of Standards Code of Ethics and Professional Responsibility, putting our clients interest in front of our own.

Values

Investing In Our Clients

Treating you with the same level of respect as we would our friends and family.
Conducting ourselves with the highest level of integrity.
Keeping you and your family’s best interests in mind for every decision we make.

CFP Professionals

Jerry Kallitsis and CJ Stevens are CFP professionals working with you to make sure you are covered from every angle.

50+ Years

Our team has over 50 years of experience helping clients plan and achieve their financial goals.

400+ Families

We serve over 400 families with who we work alongside to learn and grow from.
Team

Our Experts

Jerry Kallitsis

Jerry Kallitsis

Certified Financial Planner®
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CJ Stevens

CJ Stevens

Certified Financial Planner®
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Andria Stevens

Andria Stevens

Licensed Assistant
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Services

Grow And Protect Your Wealth

Whether you're accumulating wealth, strengthening your portfolio or planning for retirement, we’ll create a personalized plan that’s right for you.

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Investments

We start with your goals, then create a personalized blueprint to ensure every dollar invested helps you grow.

Retirement and Estate Planning

Developing flexible long-term strategies that lay the foundation to help secure your financial future.

Tax and Insurance

Keep more of your money and protect against the unexpected.

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Disclaimer
Privacy Policy
Mutual funds and/or approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc. Insurance products and services are offered through PPI Management Inc., a national licensed insurance marketing organization that supports independent advisors with their business, and through multiple insurance companies. PPI Management Inc. is an independent and separate company from Investia Financial Services Inc.
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