top of page

Who We Are

Krystyn & Rick

Schilling Financial

has more than 25 years of experience helping families enjoy what they have worked hard to earn. Founded in 1994 by Rick Schilling, the company is now under the capable leadership of Krystyn Schilling, CFP, CEA. 

 

We focus on putting our clients and their families in the best possible financial position. With our expertise and experience, we will create and implement a financial plan tailored to your unique goals and values. 

 

Being independent advisors gives us the freedom to choose the best products when planning strategies that meet our clients’ goals. And, our years of experience, established network of planning professionals allow us to implement those strategies successfully. 

Krystyn Schilling CFP®, CLU®, CEA®

Krystyn is a Certified Financial Planner, Certified Executor Advisor and a graduate of Fanshawe College’s Professional Financial Services program (with honours). She joined Schilling Financial in 2019 and is now stepping into the role of Lead Planner where she will continue to grow the business and help more families navigate important financial and lifestyle decisions. Being dual-licensed in both investments and insurance allows Krystyn to create personalized financial plans to fit the unique goals and circumstances of her clients. Krystyn’s focus is on creating and implementing financial plans that are tax-efficient and maximize her client’s ability to enjoy what they have worked hard to earn. 

 

In addition to her accolades and industry experience, Krystyn brings a unique perspective to her client relationships.  With over 10 years in hospitality and a degree in Psychology from the University of Ottawa, Krystyn helps her clients navigate the financial and emotional transitions that come along with their journey through retirement. 

 

Krystyn currently lives in Peterborough with her spouse Jeff, and her son Brodie. She is an avid traveller, skier and hiker. These are passions that grew both here in Peterborough and from many years living in Banff. When not enjoying the outdoors, Krystyn can be found baking and creating beautiful floral arrangements (she’s also a certified florist).

7S9A0011.jpg
7S9A9135.jpg

Rick Schilling

Rick founded Schilling Financial in 1994 and, for more than 25 years, dedicated himself to building lasting partnerships with clients in the community. Rick’s focus was on helping families and their businesses implement strategies that allow them to retain more money by protecting their assets, finding tax-efficient solutions and building diversified portfolios.

As a Father of three (Grandfather of 1), and an avid traveller who enjoys golfing, skiing and kayaking, Rick understands the importance of financial planning to enjoy a well-rounded family-oriented lifestyle. Now, as Rick eases into semi-retirement, he is able to enjoy the benefits of careful succession planning, a successful career and his own retirement planning in the company of his wife Jody and his family. 

You can still find Rick at the office checking in with clients,  and offering support to Krystyn as she takes Schilling Financial into its next chapter. 

Affiliations





 

chamber-logo-w-tag-hi-res_1_orig.png
Untitled design (25).png
Untitled design (24).png
bottom of page