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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View Allan's bio
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RRSP, TFSA and RESP contribution time

 

RRSP, TFSA and RESP contribution time

We're here to help you with your contributions.


The Spiess McGlade team manages over $20 million in our clients' TFSA accounts and will make regular RRIF payments of $6.9 million to clients this year.

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Managed Money Reporter Newsletter


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

RRSP, TFSA and RESP contribution time

Issue 297

RRSP, TFSA and RESP contribution time
We are pleased to help clients decide on their annual contributions and investments. Read article.

Scotia RRSP and tax reporting going online
Effective February 13th, log on to Scotia Online to download your tax receipts from the last 5 years. Read article.

New performance and fee statements
At the end of January, ScotiaMcLeod's new performance and fee statements will be mailed. Read article.

Team news
Allan celebrates 20 years. Read article.

Real estate page updated
Where are the real estate markets headed? Read article.

Fund News: Scotia reducing fees on several mutual funds
We are receiving almost daily news about fund companies reducing their fund fees. Read article.

Have you seen the advertising: Invest With Danoff
Will Danoff's mutual funds will now be available to Canadian investors. Read article.

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Contact Us

T.  416.863.RRSP (7777)
     1.800.387.9273
F.  416.863.7479
E. spiessmcgladeteam@scotiawealth.com

ScotiaMcLeod is a division of Scotia Capital Inc., member of CIPF.

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® Registered trademark of The Bank of Nova Scotia, used under licence. ™ Trademark of The Bank of Nova Scotia, used under licence. Scotia Wealth Management™ consists of a range of financial services provided by The Bank of Nova Scotia (Scotiabank®); The Bank of Nova Scotia Trust Company (Scotiatrust®); Private Investment Counsel, a service of 1832 Asset Management L.P.; 1832 Asset Management U.S. Inc.; Scotia Wealth Insurance Services Inc.; and ScotiaMcLeod®, a division of Scotia Capital Inc. ("SCI"). Wealth advisory and brokerage services are provided by ScotiaMcLeod, a division of SCI. Insurance services are provided by Scotia Wealth Insurance Services Inc., the insurance subsidiary of SCI. When discussing life insurance products, ScotiaMcLeod advisors are acting as Life Underwriters (Financial Security Advisors in Québec) representing Scotia Wealth Insurance Services Inc. SCI is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.

The Spiess McGlade Team is a personal trade name of Carl Spiess and Allan McGlade.