Financial planning conversations in London, Ontario.

For London-area retirees, families, and business owners who want retirement income, investments, tax records, insurance, estate, and advisor-change questions organized before choosing what to do next.

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People reviewing planning notes around a meeting table. — **London planning conversations** Use the first call to confirm the decision, the preparation, and the right meeting route.

Credentials you can review.

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

Common reasons London-area households start here.

Use this page to choose the right first conversation, confirm the office route, and avoid sending sensitive records through the wrong channel.

Retirement income decisions

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

Advisor review

Separate service, fees, portfolio role, tax records, and transfer friction before switching.

Business-owner planning

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

Tax and document routing

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

London office

380 Wellington St, 6th Floor, London, ON N6A 5B5

Appointments are best booked ahead. The London office route works well for pension, business-owner, advisor-review, and Southwestern Ontario family-planning conversations; confirm parking, access, and document route before arriving.

Book a call Call 1-888-342-8432 Open map

Common first-call examples from this office route.

These examples show how the local route is used in practice. The first call is still only a fit and routing conversation.

Pension and RRIF timing

A London-area couple wants to coordinate a workplace pension, CPP/OAS timing, RRIF minimums, TFSA use, and tax records before setting the year's income plan.

Business-owner second act

An incorporated professional wants retained earnings, compensation, insurance, succession, and household retirement income reviewed together before pulling corporate cash.

Advisor second opinion

A family wants to understand service, fees, portfolio purpose, tax records, product terms, and transfer friction before signing transfer paperwork.

Not sure where to start? Send us a quick note.

Send your name, email, and a short note. The office can route the next step without asking you to send sensitive documents through the website.