The Spiess McGlade Team


The Spiess McGlade Team

A sound approach for your future

The Spiess McGlade Team helps you achieve peace of mind by providing trusted advice and designing personalized solutions to help you meet your financial goals.

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Carl Spiess & Allan McGlade Allan McGlade Carl Spiess


Carl Spiess & Allan McGlade

Experience and Professionalism

With over 40 years combined experience managing clients' assets, Carl & Allan are well positioned to provide a full range of financial and estate planning services.

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Season's Greetings


Season's Greetings

Season's greetings from your investment team.

All the best for the holiday season from the Spiess McGlade Team.

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Managed Money Reporter Newsletter

Editors Carl Spiess and Allan McGlade
Canada's longest running monthly newsletter of managed money investment performance

Season's Greetings

Issue 282

Season's Greetings
Season's greetings from your investment team. Read article.

Year-End Tax Tips
Preparing for tax season. Read article.

Real Estate Update
See our collection of charts and articles about real estate investing. Read article.

Recommended Reading & Listening
Investment Portfolio Quarterly and others. Read article.

Award Winning Mutual Funds and ETFs
Morningstar awards celebrate top investment funds Read article.

Fund Stewardship Reports
Quality of fund offerings in Canada increasing. Read article.

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Downloadable Forms

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Tax Free Savings Accounts

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Insurance & Your Investments

Insurance, Estate Planning

Index Funds & ETFs

Pros & Cons, Performance List

Handy Online Tools

How is your Retirement Plan?

Lifecycle Funds

Simplified portfolio management

RESPs - Get a 20% Grant!

Learn about Education Savings

Investment Philosophy

Investment Philosophy

Client Testimonials


In the Media

Media Page

Contact Us

T.  416.863.RRSP (7777)
F.  416.863.7479

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