Terri Spiller is a Certified Financial Planner at Wellington-Altus Private Wealth. Terri 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 everchanging 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 the lake with her family.
Wellington-Altus Private Wealth is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.