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Retirement, investment, and tax-aware planning in Ontario.

We help Ontario retirees, families, and business owners organize retirement income, investments, tax records, insurance, estate, and advisor-change questions before choosing what to do next.

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Verification you can check.

Review firm details, public credential links, Stratford, London, Oakville, available rating information, and the Stiller Financial team before deciding whether a conversation makes sense.

Households 500+

Ontario households and families served.

Assets $250M+

Client assets under administration.

Google 5-star

Public rating signal with reviewed snippets.

Offices 3

Stratford, London, and Oakville.

Investia profile FP Canada directory FSRA credentials CSA registration

Start with the decision in front of you.

Retirement planning materials and financial documents

Retiring Soon

Coordinate CPP, OAS, pensions, RRIF/RRSP, TFSA, taxable accounts, and tax timing.

Already Retired

Review withdrawals, cash reserve, tax slips, account roles, and year-end income decisions.

Two professionals reviewing documents together at a table

Advisor review

Separate service, fees, portfolio role, tax records, product terms, and transfer friction.

Business documents arranged in an office setting

Business-owner planning

Connect compensation, retained earnings, insurance, succession, and household income.

Estate planning documents and notes on a table

Estate or inheritance

Organize beneficiaries, liquidity, tax records, account ownership, and professional questions.

Tax documents

Confirm what to send, what to hold, and which route is secure.

Retirement income map

Your retirement income decisions should be efficient.

A simple map can show what turns on first, which account is used next, which tax records matter, and what can wait.

Work income
Pension
CPP/OAS
RRSP/RRIF
TFSA
Taxable
Estate

Before you transfer, withdraw, file, gift, or sign, identify what could go wrong first.

Use the first call to decide whether the next step is a retirement income map, advisor scorecard, document route, insurance review, business-owner snapshot, or question for your accountant or lawyer.

Book a call

People reviewing business documents in a meeting

Review your advisor relationship

Plan retirement income timing

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Prepare for a first call

Send us one short note.

Name, email, and the question you want answered first.