Protect, grow, and transition your wealth.
Our client relationships are built on friendship and honour—and upheld by our pledge as CFP professionals. We adhere to the CFP Board’s Code of Ethics and Standards of Conduct, acting as fiduciaries who put your interests ahead of our own with loyalty, care, and accountability. It’s the philotimo way: integrity in every decision, transparency in every step.
We have services to help you through all of life’s most important financial decisions.
There's no smoke and mirrors. We use our straightforward approach to assess your finances and determine where you stand financially. Ensuring you get a personalized plan that grows your wealth and helps you reach your goals.
Review your full financial picture and set clear, measurable goals.
Build a simple, prioritized plan with timelines and responsibilities.
Execute the plan—accounts, investments, and tax moves—coordinated end to end.
Track progress, rebalance, and refine as life and markets change.
Tools, insights, and updates—free and ready when you are.
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.
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.
Send us a message. Our qualified experts are happy to help.
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