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Stiller Advisory Services
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Privacy

Privacy Policy

Effective 2026-07-10

Privacy contact

Stiller Advisory Services is the website-facing organization. Contact Lu Hale at lu@stilleradvisoryservices.com or 207 Huron St., Stratford, ON N5A 5S9.

Information collected

Stiller Advisory Services collects the information a visitor chooses to provide when booking an appointment or contacting us directly by email, along with limited technical information needed to operate, secure, and understand the website.

How information is used

Information is used to respond to advisor-facing communications, arrange a meeting, maintain operational records, protect the website, and meet applicable legal or regulatory obligations.

Public communication limits

Do not submit client names, account numbers, transaction details, passwords, tax identifiers, confidential dealer documents, or other sensitive client information in an initial email or booking request.

Service providers

  • Cloudflare. Website hosting, content delivery, security, and essential website operation.
  • Zoho. Appointment booking and related calendar communications where configured.

Cross-border processing

Cloudflare and Zoho may process or store information outside Ontario or Canada. Information handled in another jurisdiction may be available to authorities there under local law.

Retention

Information is retained only as long as reasonably required to respond to a communication, maintain operational records, meet legal or regulatory obligations, resolve disputes, or protect website security, after which it is deleted or anonymized where reasonably practicable.

Access and correction

A person may ask to access or correct personal information held about them, or raise a privacy concern, by contacting Lu Hale using the contact information above. Identity may need to be verified before a request is completed.

Cookies and analytics

The website uses essential technologies needed for security and website operation. Cloudflare Web Analytics may be used for aggregate, privacy-oriented traffic measurement. Advertising pixels, behavioural remarketing, and session replay are not used at launch.

Contact

For a privacy concern, contact lu@stilleradvisoryservices.com.

Stiller Advisory Services

Advisor-facing branch support for current Investia advisors and advisors considering Investia. This website does not accept client instructions or confidential account information.

What We DoCurrent Investia AdvisorsConsidering InvestiaAdvisor NetworkContinuity & SuccessionMatt & LuContactPrivacyLegal
lu@stilleradvisoryservices.com226-772-3355207 Huron St., Stratford, ON N5A 5S9
Investia Financial Services Inc.

Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.