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CFP
Senior Wealth Advisor
Terri Spiller is a Certified Financial Planner who is passionate about helping each client discover and achieve their personal financial goals. By building long term relationships with her clients, she can ensure that each holistic plan is supported by solid portfolio structures that help clients meet their financial objectives. Having started her career in the investment industry in 2001, Terri understands the importance of preserving capital and protecting retirement income.
Prior to Wellington-Altus, she was a top financial planner with Royal Bank of Canada. Terri obtained her Certified Financial Planner designation in 2007 and continues to seek out courses through the Canadian Securities Institute to keep up with the ever changing investment landscape.
Terri is married to Ryan and has two boys Austyn and Cooper. She enjoys being involved in her children’s activities, and spending time at Candle Lake with her family.
CFP
Senior Wealth Advisor
With a career spanning over two decades, Derrick Anderson brings extensive knowledge and experience to his role of Senior Wealth Advisor at Wellington-Altus Private Wealth. Since starting as a financial advisor in 1998, Derrick has demonstrated an unwavering commitment to his clients, expertly guiding them towards their financial milestones.
Derrick’s approach is rooted in building long-term relationships, allowing him to tailor and implement comprehensive financial plans that prioritize retirement lifestyle, tax efficiency, and estate preservation. It is that personalized approach that has helped his clients not only realize their goals but thrive in their financial journey.
Derrick’s professional credentials are a testament to his expertise. He achieved his CERTIFIED FINANCIAL PLANNER® designation from the Financial Planning Standards Council in 2001, and further distinguished himself with the Personal Financial Planner (PFP®) and Financial Management Advisor designations from the Canadian Securities Institute.
Beyond his professional life, Derrick and his wife Jennifer are proud parents of Connor and Keagan. Derrick cherishes time with his family, whether it’s at the lake, on the golf course, or as a fan cheering his boys on from the sidelines.
Investment Associate
Lauren has been in the financial services industry for the past 7 years. Prior to working at Wellington-Altus Private Wealth, Lauren held a multitude of roles at Royal Bank of Canada where she received many awards for high performance. She also owned a local clothing store for nine years, starting at the young age of 20.
Lauren has always been passionate about building long-term client relationships and providing the best service possible. Lauren provides key daily administrative support to the team, including client communication, maintenance of client’s accounts, as well as marketing.
Lauren is married to Deven and has one son, James. Her family is very active and enjoys travelling the world.
You can expect personalized, reliable advice and service. A team with 40+ years of experience dedicated to helping you realize and achieve your financial goals. The ultimate gratification for our team is when we turn retirement dreams into possibilities. All of our skilled advisors hold the Certified Financial Planner Designation (CFP), which is considered the gold standard for providing retirement and post retirement advice.
