In this episode of Philotimo: Finances with Friends, CJ Stevens, CFP®, sits down with Vince Kraljevic, CFA®, ETF Strategist at Fidelity Canada and one of the sharpest minds in the investing world.

With over 18 years in the industry and a no-nonsense approach, Vince breaks down the world of quant investing, the differences between ETFs and mutual funds, and how Fidelity builds its all-in-one portfolios. If you’ve ever wondered how portfolios are built, how to interpret market signals, or what keeps professionals up at night: this one’s for you.

Together, CJ and Vince explore everything from strategy to risk indicators, with plenty of takeaways for both new and seasoned investors.

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About Vince Kraljevic

Vince is an ETF Strategist at Fidelity Investments Canada, the world’s third-largest asset manager. With 18 years of experience, he brings a unique blend of product expertise and advisor perspective. Vince is a Chartered Financial Analyst® charterholder and has worked across the investment spectrum—from boutique firms to large institutions.

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About Philotimo

We build long-term client relationships rooted in friendship and honour. CJ Stevens is a CERTIFIED FINANCIAL PLANNER® proudly serving 400+ Canadian families with personalized, transparent financial advice.

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📞 Get in touch ➭ https://www.philotimowealth.ca/contact

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📸 Follow us on Instagram ➭ https://www.instagram.com/philotimowealth/

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🎵 Music Credit: Syn Cole - Feel Good [NCS Release]