Philotimo Wealth Management – Détails, épisodes et analyse

Philotimo (fee.low.tee.mo) Definition: "Friendship and Honour" 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. CJ Stevens is a CFP™ professional proudly serving 400+ families working and alongside them to learn and grow. Mutual funds, exempt market products, and/or exchange-traded funds are offered through Investia Financial Services Inc. Content is solely the work of CJ Stevens for the private information of his clients. Views and recommendations expressed are his own.