Explore Our Team
Our team brings together diverse experience, dedication, and a shared passion for helping advisors succeed.
Guided by our mission, we strive to deliver meaningful impact through every interaction.
At the heart of what we do are our core values integrity, collaboration, innovation, and advisor-first service.
Which shape the way we work and the results we achieve.
Our Talented Team Members
This section provides a brief overview of the talented professionals on our team.
Matt Stiller
Owner/ Certified Financial Planner (CFP), Hons. BA, CEA, CHS, EPC
Matt was born in London, Ontario. He attended school in Toronto to study philosophy and finance. Matt now resides back in London with his wife, 2 young children and their dogs, Monty and Kevin. Matt enjoys reading and learning more about the ever-changing financial industry. He loves to scuba dive, snowboard and travel – when he can combine these loves, he is at his happiest. His most recent scuba diving trip was knocked off his bucket list and he loves to share stories, so be sure to ask him about it!
Lu Hale
Director of Sales and Training
My passion for financial planning was sparked by firsthand experiences with both effective and poor financial strategies. The loss of my father at a young age left my family struggling, but thanks to his foresight in financial planning, we were guided through difficult times by an advisor. This experience inspired me to help others make informed decisions to secure their financial well-being and that of their loved ones.
As the Director of Sales and Training, I work closely with Stiller Financial Advisors to support them in achieving their practice objectives, whether it involves optimizing time management, expanding their client base, facilitating business transactions, or streamlining administrative tasks. I take great pride in helping advisors thrive in the pursuit of their ideal business aspirations.
What Our Advisors Say
Discover heartfelt testimonials from those who have experienced our dedication and excellence firsthand.
In early 2025, I transitioned the Winter Financial client practice to Investia. I'm grateful to Matt and his team for their invaluable ongoing collaboration. Their forward-thinking approach and adoption of leading-edge technologies and practices continue to position our clients for the future of investing. Their support allows me to stay focused on what matters most: building strong foundations, delivering clarity, and creating long-term value for the families and businesses I serve.
Chris Winter
Certified Financial Planner
When I went out on my own, Stiller was there to help me every step of the way. Matt, Lu, and the rest of the team have been a constant source of support and encouragement, and truly the rock I lean on. Matt and Lu are both incredibly knowledgeable and always willing to share their experience to help you grow your business. They understand that every advisor is at a different stage, and they meet you where you are — helping you build your skills and confidence at your own pace. Honestly, my favorite part of being with Stiller is the monthly advisor meeting, where we just sit and talk; I get to learn what others are doing in a casual and welcoming environment.
Mike Gait
Financial Advisor
I was thoroughly impressed by the seamless process and outstanding results delivered.
Sophia Patel
Operations Director