Who We Are

Schilling Financial is your trusted partner here to help you build the financial future you deserve.

We work closely with individuals and families to create personalized plans that prioritize what truly matters to you. From pre-retirement planning through your golden years, we believe you deserve to live comfortably and with confidence.

As an independent advisor, Krystyn Schilling can focus on finding the best products to help achieve your financial goals. She’ll work with you to grow your wealth, maximize your retirement income, and find ways to save on taxes. The goal is to help you enjoy the life you’ve worked hard for.

Krystyn’s experience, ingenuity and strong network of experts let her create tailored financial plans that keep your money working for you smarter and longer. Understanding your financial picture is the first step to feeling confident about your future and Schilling Financial is here to guide you at every step.

Let's work together to build a financial plan that gives you peace of mind.

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Krystyn Schilling CFP®, CLU®

Krystyn is a Certified Financial Planner, Chartered Life Underwriter and a graduate of Fanshawe College’s Professional Financial Services program (with honours). She is dedicated to continuing the growth of the business and helping 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. As a trusted financial planner and guide, Krystyn builds client relationships built on trust and compassion and helps her clients navigate the financial and emotional transitions that come along with their journey through retirement and beyond. Her 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.

Krystyn currently lives in Peterborough with her spouse Jeff, her son Brodie and their newest addition, daughter Adelyn. She is an avid traveller, skier, hiker and gardener and has recently been enjoying golf.

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. During his career, Rick’s focus was on helping families and their businesses implement strategies that allowed them to retain more money by protecting their assets, finding tax-efficient solutions and building diversified portfolios.

Now, as he settles into a well-earned retirement, he is able to enjoy the benefits of a successful career and his own careful succession planning. To date, his retirement is being spent enjoying the company of his wife Jody, his three children and two grandchildren and participating in some of his favourite activities like golf and pickleball.