13 Paisley Street, Guelph, ON, N1H 2N5
hello@philotimowealth.ca+1 (519) 823-2790
About

Jerry Kallitsis

Financial Consultant

Jerry is a valued member of our team at Investia Financial Services, bringing decades of experience in financial planning and wealth management. While now retired from active advising, he continues to offer insights and strategic guidance in a consulting role. Known for his wisdom, sharp listening skills, and ability to connect with people, Jerry helps clients find the right balance between enjoying life today and building wealth for the future in a tax-efficient way.

When he is not sharing financial insights, Jerry can be found passionately ‘officiating’ Leafs and Dolphins games, diving into biographies, or appreciating a well-scripted movie.

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Our Team

CJ Stevens

CJ Stevens

Owner, Certified Financial Planner®

CJ is a Financial Advisor with Investia Financial Services. He is constantly striving to further educate himself, through studies, books, and learning from his clients. His goal for clients is to grow with them, educate them, and ensure that they are always better off, not just financially, but in life.

Hobbies

When he is not working, CJ is spending time with his 2 young daughters and wife. He enjoys staying active, walking his dog, playing hockey, golf and keeping up to date with whatever big sporting events are on.

Madeline Stratton

Madeline Stratton

Associate Advisor

Madeline is a Licensed Assistant with Investia Financial Services. With nearly 15 years in the financial planning industry, she is dedicated to helping individuals and families achieve their financial goals with confidence. Known for a personalized approach, Madeline takes her time to understand each client's unique needs, providing a tailored financial plan that aligns with her clients' aspirations.

Hobbies

When Madeline is not working, she is spending time with her two children and her husband. She loves playing hockey, working in the garden and enjoys being an active community member through a number of volunteer opportunities

Andria Stevens

Andria Stevens

Licensed Assistant

Andria is a Licensed Assistant with Investia Financial Services. She is the mother of 4 boys and has 2 grandchildren. She is an extremely proactive, hard worker with great attention to detail. Andria is the heart of our team! Her fingerprints are on every part of our business from administrative work to client interactions. She has worked in the finance industry for over 18 years. She works hard continually educating herself, having completed numerous financial designations over the years.

Hobbies

When she is not working, Andria enjoys spending time with family, especially her grandchildren. She also enjoys cooking with her husband and scrapbooking.

Jerry Kallitsis

Jerry Kallitsis

Financial Consultant

Jerry is a valued member of our team at Investia Financial Services, bringing decades of experience in financial planning and wealth management. While now retired from active advising, he continues to offer insights and strategic guidance in a consulting role. Known for his wisdom, sharp listening skills, and ability to connect with people, Jerry helps clients find the right balance between enjoying life today and building wealth for the future in a tax-efficient way.

Hobbies

When he is not sharing financial insights, Jerry can be found passionately ‘officiating’ Leafs and Dolphins games, diving into biographies, or appreciating a well-scripted movie.