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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Thanksgiving & Market Update

 

Thanksgiving & Market Update

Grateful for wonderful clients and good markets


We are grateful for our wonderful clients and markets as warm as the first few weeks of fall!

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Managed Money Reporter Newsletter


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

Thanksgiving & Market Update

Issue 301

Thanksgiving & Market Update
We are grateful for our wonderful clients and markets as warm as the first few weeks of fall! Read article.

Recommended Reading — Wealth Insights
Scotia Wealth Management's Fall Wealth Insights newsletter has several great articles. Read article.

What Does Robo-Advice Mean?
There are two distinct services being discussed under the broad heading of robo-advice. Read article.

Scotiabank and MLSE
Scotiabank recently announced an expanded partnership with Maple Leafs Sports and Entertainment. Read article.

Profiles in Philanthropy
Many of our clients have used our services to help structure and make their charitable giving tax effective. Read article.

Is being named an Executor an Honour?
Initially it might seem like an honour to be named as an executor of a will. However, there are many legal and practical matters to be considered before appointing someone as an executor, or accepting that responsibility. 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.