Our team’s depth of experience and sharp analytical skills enable us to offer an unlimited range of customized wealth management strategies. Our process begins with a thorough understanding and assessment of your financial objectives, for today and the future.
CIM®
Senior Wealth Advisor & Portfolio Manager
Terry joined the wealth management industry in 1993, bringing over three decades of experience. He is a Senior Wealth Advisor and Portfolio Manager, a Chartered Investment Manager (CIM®), and holds a full Life Insurance License, including Accident & Sickness.
Terry’s primary focus is delivering relevant, insightful financial solutions tailored to each client’s unique needs. He works diligently to help clients preserve and grow their wealth by implementing appropriate and effective wealth protection solutions. Strong client relationships are the foundation of his business, and he is committed to collaborating with the full team of specialists at Wellington-Altus Private Wealth, as well as external accountants and lawyers, to ensure clients receive comprehensive support.
A strong sense of connection extends beyond Terry’s personal life. Born and raised in small-town Saskatchewan, he values close relationships with family, friends, and clients alike. Terry, along with his wife and two children, enjoys spending quality time with loved ones and frequently visiting their vacation home in Kelowna.
CIM®, CFP®, B.Comm
Senior Wealth Advisor & Portfolio Manager
Quinn began his career in wealth management in 2005, bringing with him over twenty years of industry experience. He graduated from the University of Saskatchewan with a Bachelor of Commerce degree in Finance and is a Senior Wealth Advisor and Portfolio Manager. Quinn also holds the CERTIFIED FINANCIAL PLANNER® designation, the Chartered Investment Manager (CIM®) designation, and a full Life Insurance License, including Accident & Sickness.
Quinn is committed to helping clients achieve peace of mind through trusted advice and personalized solutions tailored to their financial and lifestyle goals. He believes that understanding both where you are today and where you want to be is essential. By gaining a clear picture of your current situation and long-term aspirations, he provides a thoughtful roadmap to guide you forward and works closely with you to adapt as your financial journey evolves.
Outside of work, Quinn, his wife and two young daughters enjoy spending time outdoors and staying active in all things sports related. Quinn and his wife are also dedicated volunteers, coaching their daughters in several sports and activities throughout the year.
Associate Investment Advisor
Aleshia began her career in the financial industry in 2003. She holds a Bachelor of Commerce degree in Finance from the University of Saskatchewan, the Chartered Investment Manager (CIM®) designation, and is also Life Insurance Licensed, including Accident & Sickness. As an Associate Investment Advisor she takes pride in building strong relationships and focuses on understanding her clients’ needs to deliver personalized wealth management solutions.
Originally from the small town of Foam Lake, Saskatchewan, Aleshia calls Warman home after spending the past 20 years in and around Saskatoon. She finds joy in time spent with friends and family, relaxing at home, summers at the lake, and embracing a blessed life with her partner and their beautiful daughter.
Associate Investment Advisor
Jared began his career in the financial industry in 2017. Prior to this, he completed his Journeyperson Electrical Certification before discovering a passion for finance, which led him to pursue a Bachelor of Commerce degree in Finance from the University of Saskatchewan.
He has completed the Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH), and Wealth Management Essentials (WME), and holds the Chartered Investment Manager (CIM®) designation. A strong believer in education and continuous learning, he is committed to staying current on investment strategies and solutions to be able to better serve clients in an ever-changing world.
In his spare time, Jared enjoys spending time with his wife and son, camping throughout Saskatchewan, and attempting to perfect his BBQ skills in the backyard.
Senior Investment Associate
Frieda has been a dedicated professional in the financial services industry for over 17 years. She has completed both the Canadian Securities Course (CSC) and the Conduct and Practices Handbook (CPH).
Frieda’s primary focus on the team is to provide strong leadership and exceptional client service, with the goal of building meaningful, long-lasting relationships. Often the first point of contact for clients, she is known for her attention to detail, dedication, and commitment to ensuring every client feels supported. Her outstanding organizational skills and kind-hearted nature make her an invaluable member of our firm and team.
Frieda values time spent with her husband, Don, and her two daughters, Mikaela and Erin, and her son-in-law, Anthony. She also enjoys yoga, gardening, cross-country skiing, and spending time outdoors.
B.Comm
Senior Investment Associate
Larissa began her career in the financial industry in 2015, bringing over ten years of experience. She graduated from the University of Saskatchewan with a Bachelor of Commerce degree and has completed the Canadian Securities Course (CSC), the Conduct and Practices Handbook (CPH), and the Wealth Management Essentials (WME) course. She is currently working towards her Certified Financial Planner (CFP) designation.
Larissa plays a key role in supporting comprehensive financial planning, insurance, and tax-related inquiries, and serves as one of the primary points of contact for clients. Known for her attention to detail, discretion, and client-first approach, Larissa collaborates closely with our team of specialists to deliver a seamless and personalized experience. She is trusted by clients to provide consistent, knowledgeable support while helping manage the day-to-day complexities of their financial plans.
Outside of work, Larissa enjoys spending time with her husband, Curtis, and their daughter. She is also passionate about fitness, loves being outdoors, and is an avid traveler with a love for Europe and new experiences.
M.Comm
Associate
Nerasha began her career in the financial services industry in early 2021. She holds a Master of Commerce degree with a major in Marketing, as well as a three-year Executive Assistant diploma from the University of Johannesburg in South Africa.
She has completed the Canadian Securities Course (CSC), the Conduct and Practices Handbook (CPH), and Wealth Management Essentials (WME). Nerasha is committed to exceeding clients’ expectations by managing account documentation and requests with care, ensuring smooth account administration and full compliance with regulatory requirements.
Born and raised in Johannesburg, South Africa, Nerasha moved to Saskatoon with her family in November 2020. In her free time, she enjoys being with her husband, Brandon, and their two sons, Dareshen (and daughter-in-law Shasmita) and Brent. She loves reading and relaxing with good comedic movie.
B.Ed, B.A
Administrative Associate
Delainey joined the team in May 2022. She has a Bachelor of Education degree and a Professional A certification with the Saskatchewan Teachers’ Professional Regulatory Board. She also completed a Bachelor of Arts Degree in 2022.
With more than 8 years of experience as an Administrative Assistant, Delainey brings strong expertise in filing procedures and customer service. Within the team, she prepares and maintains the detailed information packages used during client meetings and supports program operations and client communications.
Outside of work, Delainey enjoys reading, knitting, and spending time with her husband, Seth, and their son.
B.Comm
Administrative Associate
Ana joined the team in May 2023. She graduated from the University of Saskatchewan with a Bachelor of Commerce degree and has experience in various customer service roles, including Ukrainian language interpretation. Ana supports the team with daily tasks such as meeting preparation, account maintenance, and a wide range of administrative responsibilities. She provides efficient, reliable assistance to help ensure exceptional service for clients.
Outside of work, Ana enjoys travelling, and spending time with her family, friends, and her boyfriend, Jaeden.
B.Comm
Associate
Benton began his career in the financial industry in 2024. He holds a Bachelor of Commerce degree majoring in Finance, as well as a Bachelor of Arts degree majoring in Political Studies from the University of Saskatchewan. Benton completed the Canadian Securities Course (CSC) and the Conduct and Practices Handbook (CPH), and he is currently working toward the Chartered Financial Analyst (CFA) designation. Within the team, Benton provides support on administrative tasks such as meeting preparation and securities trading.
In his spare time, Benton enjoys being outside, working with computers, and spending time with his partner, Aidan.