Philotimo Wealth Management

For our current clients, this is also your reminder to book your mid-year check-in.

We want to make sure your financial plan still reflects your life, your goals, and where you’re headed!

A lot can change in a year. Maybe you’re getting married, welcoming a child, planning a move, thinking about retirement, renovating your home, or working toward a completely new goal.

Those changes matter to your financial strategy, and we want to plan for them with you.

New clients can click the link in our bio to book your check-in. If you’re an existing client, send us an email or set up a meeting through our Calendly.

Your investments don’t exist in a vacuum. ❌ Where you hold them can matter just as much as what you invest in.

Asset location is one piece of a bigger financial picture that includes your investments, taxes, accounts, timeline and long-term goals. Our goal isn’t just to build a portfolio. It’s to make sure all of those pieces are working together!

That’s where a financial strategy built around you can make a difference.

Ready to look at the bigger picture? Connect with Philotimo Wealth Management to start building a financial strategy for your goals.

Back to school means new classes, new routines and, for a lot of university students, a whole new level of managing your own money.

You don’t need to have a big income or know everything about the stock market to start building good financial habits. Learning how to budget, manage debt, save and understand your options now can make a big difference when you graduate.

Want some guidance getting started? Connect with our team here at Philotimo to start building a financial strategy that makes sense for where you are now and where you want to go.

(We promise it’s less intimidating than you think.)

After decades in finance, the biggest lesson that stuck came from his dad.

We’re throwing it back this Thursday to one of the conversations that helped kick off a new chapter for Finances with Friends.

As Jerry prepared to retire after 27 years, he and CJ sat down to talk about where it all started, the lessons Jerry learned about money throughout his career, and the people who shaped the way he thinks about finances.
Including one lesson from his dad that stuck: have à system.

Whether you’re building wealth, thinking about retirement, or somewhere in between, there’s a lot to take from this one.

Watch the full episode of Finances with Friends on YouTube.

Who has had the biggest influence on the way you think about money?

Kinda chic to nail down your financial strategy with a Certified Financial Planner®️

Link in bio for a free call!

Money anxiety doesn’t disappear when we avoid it.

Remember this one? In this conversation from February with Hilary McCulloch from Calming Tree Counselling in Kitchener , we explore how financial anxiety can affect your sleep, your relationships, your confidence, and even make you avoid looking at your bank account altogether.

If you want to learn more about why money feels so emotional, where that stress comes from, and practical ways to build a healthier relationship with your finances,
go watch or listen on YouTube, Spotify, or Apple Podcasts.

Links in bio!