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.

08/31/2026

As we soak up the last few days of summer break.. ☀, it's hard to believe that back-to-school season is already here!

For parents with kids heading off to post-secondary, the next big thing on the list might be tuition. If you have an RESP, now is a great time to review your account to see what funds may be available to help with education expenses.

Summer may be wrapping up, but your planning doesn't have to!

08/28/2026

Check out my 1-minute video "Covering the High Cost of Education"

08/26/2026

☀ How Is it Already the End of Summer?!

Summer flew by, and for many parents, that means it's officially back-to-school and tuition season!

If your child is heading off to post-secondary, now is a great time to look at your RESP and see what funds are available to help with tuition and education expenses.

One minute you're packing sunscreen...the next, you're paying tuition! 😅

08/07/2026

That's the goal - not just retiring, but having the freedom to enjoy every day on your terms 😎

Wishing everyone a wonderful weekend!

08/04/2026

As the artificial intelligence (AI) bottleneck tightens, James Thorne reveals in his August Market Insights how a rebalancing between AI, the real economy and a long forgotten bitcoin are taking shape—and why no side should be ignored.

https://wellington-altus.ca/august-market-insights-beyond-the-ai-bottleneck/

07/31/2026

Wishing everyone a fantastic August long weekend! 😎

07/17/2026

Summer is for sunshine, patios, and maybe giving your future self a little attention too. ☀😎

Here are 3 simple reminders:

🌺Enjoy today - but don't forget to save for tomorrow.

🍦Small financial habits can be just as rewarding as the little summer traditions you love.

🏖 Retirement should feel like your favorite summer day - relaxed, flexible, and built around what matters most to you.

A little planning can help make those future summers ever sweeter.

07/15/2026

✨ Retirement isn't an age - it's a plan ☕

Three things to remember:

✨ Retirement is about replacing your income, not just reaching a savings goal.
✨ Your plan should reflect the life you want to live.
✨ Reviewing your plan regularly helps keep you on track.

Think of retirement planning like packing for a trip - you can wing it, but you'll probably forget something important 😉

07/10/2026

Trump's meta game, Pax Americana, and the AI age

“The game itself is changing.” In his July Market Insights, James Thorne demonstrates how investors should reposition their strategies to capitalize on the new opportunities of Trump’s America First rebuild—or risk sitting on the sidelines.

https://wellington-altus.ca/july-market-insights-trumps-meta-game-pax-americana-and-the-age-of-ai/

07/08/2026

👀 Check out our NEW Summer Investment Sight

Grab yourself a cold drink on the patio, and enjoy! ☀

Address

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

Website

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

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