Terri Spiller - Providing you Reliable Advice

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Terri Spiller - Providing you Reliable Advice

As a CFP® professional, I help guide clients through tough financial decisions, providing reliable advice and strategic solutions, tailored to fit YOU.

I focus on a high level of service, creating holistic plans for that comfortable, secure retirement.

10/13/2026

Following the U.S. Federal Reserve’s decision to hike interest rates, James Thorne questions whether its economic strategy is enough to support the artificial intelligence investment boom in his October Market Insights.

https://wellington-altus.ca/october-market-insights-warsh-fails-the-test/

10/09/2026

This weekend, embrace the crisp autumn air and enjoy time with your loved ones. Wishing everyone a safe and joyful Thanksgiving!

10/01/2026

A Registered Education Savings Plan (RESP) is a Canadian registered investment account that promotes saving to support a beneficiary’s post-secondary education. Anyone — parents, family and friends — can open a RESP as a “subscriber” for the benefit of a child. Invested contributions grow tax-free until withdrawal.

When the time comes to withdraw funds for post-secondary education purposes, many subscribers wonder: is there a best approach to maximize the RESP’s value and minimize taxes?

https://wellington-altus.ca/maximizing-your-resp-withdraw-wisely/

09/25/2026

What will retirement look like?

Here's something I wish more people thought about when planning for retirement:

What are you actually going to do with all that time?

Retirement isn't just about leaving work. It's about creating a life you're excited to wake up to.

Maybe that means travelling, spending time with family, volunteering, working part-time, or finally taking up that hobby you've been talking about for years.

Once we know what you want your retirement to look like, we can work backwards and build a tailored financial plan around it.

09/23/2026

There's something about fall that makes me want to get organized.

If you're feeling the same way, your finances might be a good place to start.

Take a few minutes to look at your spending, check in on your savings goals, and mare sure your investments are sill aligned with your plans.

If it's been awhile, a financial review with a Certified Financial Planner, like myself, can help make sure you are on the right path.

09/21/2026

I don't think you need to be a "money person" to feel confident about your finances.

You just need to understand where you are, know where you want to go, and have a plan for getting there.

And honestly? Confidence tends to come from taking action - even small action.

You don't have to know everything about investing or retirement planning. That's what good advice is for.

09/16/2026

☕ A little retirement check-in, anyone?

Retirement planning isn't just about a number. It's about creating a plan for the life you want.

Start with these three questions:

1. Where do I want to live?
2. What do I want to do?
3. How much income will I need to support it?

The clearer the vision, the easier it is to build a plan.

09/14/2026

September = a fresh financial start

The kids are back to school, routines are settling in, and it's a great time to give your finances a little attention too.

3 each things to check:

✅ Your savings - are you still on track for your goals?
✅ Your investments - does your portfolio still match your plans and comfort level?
✅ Your goals - Has anything changed since the beginning of the year?

You don't need to overhaul everything. Sometimes a small reset is all you need.

09/11/2026

First week of back-to-school? ✅
Homework? ✅
Sports, activities, practices, and somehow finding everyone's missing shoes? ✅

If you made it through the week, you deserve a gold star 🌟

Here's to settling into the new routine - and remembering that a little planning can make busy seasons feel a whole lot easier, whether it's your family schedule, or your financial future.

Happy Friday! 🍎📚

09/04/2026

Happy Labour Day Weekend!

Kick back this long weekend and soak up the remaining moments of summer. Wishing everyone a safe and relaxing Labour Day!

Address

Suite 1100/410 22nd Street E
Saskatoon, SK
S7K5T6

Website

https://advisor.wellington-altus.ca/terrispiller/

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