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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The Great Big Tax Issue


The Great Big Tax Issue

Just the tax man, nothing but the tax.

This issue of the Managed Money Reporter is just about the tax man, nothing but the tax. But before you cringe and perhaps run off to read something more exciting, please take a moment to glance at our articles. We think you'll find at least one or two tax saving ideas.

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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

The Great Big Tax Issue

Issue 279

The Great Big Tax Issue
RRSP Withdrawal Rates - Are RRSPs a hidden tax trap? Read article.

Carl Spiess quoted in the Globe and Mail
Carl weighs in on RRSPs. Read article.

TurboTax savings if you do your own taxes
Scotia Online clients get 20% off TurboTax Read article.

Or... Help if you want someone else to do your taxes
Scotiatrust has tax prep services. Read article.

U.S. Tax Reporting Assistance for Canadian Fidelity investors with U.S. ties
Help with paperwork on the way. Read article.

Canadians with Foreign Assets
Canadians are taxed on our worldwide income. Read article.

Federal Budget Update
ScotiaMcLeod's and the Economist's thoughts on the federal budget. Read article.

Tax slip mailing dates
Tax slips are on their way to you. Read article.

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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

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T.  416.863.RRSP (7777)
F.  416.863.7479

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