A planning team for Ontario households making complex financial decisions.

Stiller Financial helps retirees, families, and business owners organize retirement income, investments, tax records, insurance, estate, and advisor-review questions before choosing what to do next.

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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

The Stiller story: practical advice with a real operating team behind it.

Matt Stiller founded Stiller Financial in 2011 after years around insurance and financial-service businesses. The firm was built for people who need retirement income, investments, insurance, tax documents, estate questions, and family decisions organized before they act.

Most clients do not arrive with one tidy question. They arrive with a retirement date, a business decision, an inheritance, an advisor relationship that feels unclear, a tax season problem, an insurance policy they do not fully understand, or a family decision that affects several accounts at once.

Stiller Financial is built around that overlap: tax preparation and tax-aware planning context, advisor-review conversations, retirement-income mapping, insurance review, estate-document prompts, business-owner questions, and a practical document workflow for Ontario households.

The work is designed to slow the first decision down enough to see the full picture. That means clarifying the decision, mapping what affects it, coordinating the right professionals, implementing where appropriate, and reviewing as life changes.

How Investia fits.

Stiller Financial is the planning relationship clients see on this website. Where investment products and services are involved, those services are offered through Investia Financial Services Inc. The point of the first conversation is to make that structure, the scope of work, and the next step clear before implementation decisions are made.

Investia Financial Services Inc. describes itself as an independent mutual fund dealer that has operated since 1988, with mutual fund and segregated fund services, a Quebec City head office, and ownership by iA Financial Group. Stiller Financial keeps this relationship visible so clients can distinguish the local planning conversation from the dealer and account-document structure used where investment services apply.

About Investia View Matt Stiller on Investia

Our team.

Meet the people who support planning conversations, document flow, implementation follow-up, and client service.

Matt Stiller CFP®, CEA, CHS, EPC

Matt was born and raised in London. After attending school in Toronto, he returned to London and worked for National Truck League, a large family-owned insurance brokerage. As executive manager, his role was to provide financial solutions for owners, executives, employees, and contract workers of large trucking firms, including companies recognized among Canada's 50 Best Managed Companies. Matt founded Stiller Financial in 2011 to help clients understand their current financial situation and put a practical plan in place.

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Lu Hale Director of Sales and Training

Lu joined Stiller Financial after many years in client service, advisor support, and financial-services training. She supports client experience, planning workflows, meeting preparation, team training, and follow-through so conversations stay organized from first contact through implementation and review.

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Sherrie Parsons Associate

Sherrie joined Stiller Financial in August 2023 and brings more than 20 years of administrative experience. She supports client administration, paperwork, transfers, account-service workflows, and follow-up so requests move through the right process and office details are not lost between meetings.

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Jewel Weber Associate

Jewel brings experience from client administration and tax-season organization. She supports office coordination, document flow, booking, follow-up, and planning support so client questions and records move through the correct route.

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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.