Credentials, registration, and where client assets are held.
This page explains Matt Stiller's public credentials, the relationship between Stiller Financial and Investia Financial Services Inc., and the external directories clients can use for verification.
Matt Stiller
CFP®, CEA, CHS, EPC
Matt leads retirement-income and integrated financial planning, portfolio strategy, investment recommendations, implementation coordination, and ongoing reviews.
- Mutual fund representative with Investia Financial Services Inc.
- Insurance representative with Stiller Financial
How to verify us.
Use the public directories below rather than relying only on this website. Search for Matt Stiller and, where a directory uses a legal first name, also try Matthew Stiller. Confirm the name, firm or dealer, credential status, and any registration details shown by the directory.
Last reviewed by Stiller Financial: July 12, 2026. Directory records are maintained by the organizations that publish them.
Who is responsible for what.
| Party | Public explanation |
|---|---|
| Stiller Financial | Planning relationship, portfolio strategy, investment recommendations, implementation coordination, insurance services, tax preparation where engaged, and client service |
| Investia Financial Services Inc. | Dealer through which applicable investment products and services are offered; investment account, statement, and portal structure |
| Client's accountant or tax specialist | Specialized tax opinions, transactions, or work outside the agreed Stiller Financial scope |
| Client's lawyer | Legal advice, wills, powers of attorney, trusts, agreements, and legal drafting |
Existing-client account access
Investia clients can access balances, holdings, transactions, statements, and available documents through the Investia Client Portal.
Firm facts.
- Households served
- 500+
- Client assets under administration
- $250M+
- Google rating
- 4.5 stars from 16 Google reviews
- Ontario offices
- 3