Recurring advisor meetings
Practical conversations with advisors working through similar practice questions.
Advisor network
A peer network for advisors who do not want to operate alone.
Stiller Advisory Services connects participating Investia advisors who want to compare workflows, learn from peers, improve how their practices operate, and build continuity relationships before they are urgently needed.
What advisors use the network for.
Practical conversations and relationships that extend beyond a one-time introduction.
Workflow exchange
Compare how different practices approach tools, staffing, service routines, and follow-up.
Coverage relationships
Build useful connections before time away or an interruption turns into an urgent problem.
Continuity conversations
Start future-planning discussions early, including possible network introductions where appropriate.
20+ participating advisorsDirectory current July 2026
Participating advisors represent different career and practice stages, individual and team practices, and multiple regions.
Typical peer-meeting topics
- Making dealer tools work inside the practice
- Staff roles, workflow handoffs, and service routines
- Coverage planning and time-away preparation
- What advisors are learning as their practices change
Advisor stories
Two participating advisors describe how branch support has helped in practice.
Support during a dealer transition
- Situation
- Chris moved an established client practice to Investia in 2025 and needed the new operating model to work without taking attention away from clients.
- Stiller support
- The Stiller team provided ongoing collaboration around technology adoption, practice workflows, and implementation.
- Result
- Chris says the support helps him remain focused on the families and businesses he serves.
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.
Support when building an independent practice
- Situation
- Mike was building an independent practice and wanted experienced support without losing ownership of the business.
- Stiller support
- Matt and Lu provided ongoing operating guidance, shared experience, and recurring advisor meetings.
- Result
- Mike describes stronger skills and confidence, plus a trusted peer setting for learning what works in other practices.
Honestly, my favourite 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.
Participating advisor directory
Directory current July 2026. Titles and Investia profile links appear only where approved.
- Andrew DedousisMutual fund representative, Investia Financial Services Inc.View Investia profile (opens an external website)
- Andrew Martens
- Chris Geerts
- Chris WinterMutual fund representative, Investia Financial Services Inc. · Insurance representative · Financial PlannerView Investia profile (opens an external website)
- Daron MayesCFP® professional
- Darren Smith
- Gary Lambert
- Glenn Coombes
- Jeff Choma
- Johnny ChoeInvestment Funds Advisor
- Jon CourcellesMutual fund representative, Investia Financial Services Inc.View Investia profile (opens an external website)
- Karen Dorman
- Mark HudonCFP® professional
- Matt StillerMutual fund representative, Investia Financial Services Inc. · Insurance representative · CFP® professionalView Investia profile (opens an external website)
- Michael GaitMutual fund representative, Investia Financial Services Inc. · Insurance representative · Independent representativeView Investia profile (opens an external website)
- Miguel Agostinelli
- Priyal Shah
- Rob Phelps
- Sean StevensMutual fund representative, Investia Financial Services Inc.View Investia profile (opens an external website)
- Stéphane MorteauMutual fund representative, Investia Financial Services Inc.View Investia profile (opens an external website)
- Stephanie Ley
- Tara Downs RocchettiCFP® professional
- Tony and Karen PuzaraMutual fund representatives, Investia Financial Services Inc.View Investia profile (opens an external website)
- Valerie Wiebe
Build the relationships before you need them.
Start a 15-minute conversation about peer connection, coverage, continuity, or advisor support.