Meet the Team

Terri Spiller

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.

Derrick Anderson

CFP

Senior Wealth Advisor

Derrick is a Senior Wealth Advisor who is highly dedicated to his clients and passionate about helping them reach their financial goals. By building long-term client relationships, Derrick can individually create and implement comprehensive financial plans that focus on creating retirement lifestyle, tax efficiency, and estate preservation.

Derrick began his career as a Financial Advisor in 1998, and for the last 10 years he has been a top performing Financial Planner at RBC. Derrick obtained his Certified Financial Planner designation through the Financial Planning Standards Council in 2001, as well as his Personal Financial Planner and Financial Management Advisor designations through the Canadian Securities Institute.

Derrick is married to Jennifer and has two boys, Connor and Keagan. In his spare time, he is very involved in his children’s activities and can usually be found behind the bench or on the sidelines cheering them on.

Lauren Stewart

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.