13 Paisley Street, Guelph, ON, N1H 2N5
We start with your goals, then create a personalized blueprint to ensure every dollar invested helps you grow your wealth.
Remove the possibility of letting emotions overwhelm rational thinking by using proven strategies backed by analytics.
We build a comprehensive plan around your goals, risk tolerance and return expectations.
By understanding your goals and expectations we investment your money in a way that works best for you.
Laying the foundation for success by developing flexible long-term strategies that help you secure your financial future.
We’ll make sure your plan is up to date, protects your beneficiaries, minimizes taxes, maximizes value, and carries out your wishes.
We’ll look at how to best grow and save your money so you can reach your financial goals.
Develop strategies based on your account and spending history to learn how to best handle your money and make effective decisions.
Keep more of your money and protect against the unexpected.
We’ll help build a plan to minimize annual taxes and long-term tax implications by strategically investing along the way.
Identifying and analyzing risk factors in your life so you have proper coverage and can be at ease for any unexpected downturn.
To setup a Client Portal account, click the “Client Portal” button found on the top right-hand side of any Philotimo Wealth Management webpage. Once redirected to the Investia login page, click the “Create account” button and follow the instructions to create your account.
Once your account is setup, you can always follow the “Client Portal” button on our website to sign in and access your account.
If you require additional information when setting up your account, please reach out to us!
We do not have account minimums at this time.
We have a variety of fee structures. Please reach out to us and we can discuss your portfolio and what the fee structure would look like.
You can make an online deposit into your account through your online banking bill payments section. Please contact us to confirm the details before you send funds.
There are no fees for the initial consult. We are happy to meet or setup a phone call to learn more about you, discuss what we offer and how we can potentially help.
We are available by phone or email outside of scheduled appointments and encourage our clients to reach out if they have questions and/or want to have a discussion.
Our goal is to get back to you within a business day, if not sooner. We work with each of our clients individually to build a meeting plan each year based on their wishes and portfolio.
