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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Topping up for 2015


Topping up for 2015

Contributing to your RRSP, TFSA and RESP.

With tax time just around the corner, now is the time to make any last minute contributions to your registered plans.

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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

Topping up for 2015 - RRSP, TFSA and RESP

Issue 283

Topping up for 2015 - RRSP, TFSA and RESP
We are pleased to advise you on the best strategy for your RRSP, TFSA and RESP contributions. Read article.

2015 Outlook: Recommended Reading & Viewing
Hearing from the experts on the outlook for 2015. Read article.

Team News - Congratulations Allan!
Allan was recently made a Director. Congratulations! Read article.

Fund News - New withholding tax free US dividend fund
CI Investments has launched CI Cambridge U.S. Dividend Registered. Read article.

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Downloadable Forms

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Tax Free Savings Accounts

Set one up today!

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

Online Account Access

Login, Register, Demo  


Market Watch

Mutual Funds, Equity Markets,
Bond Markets, Wealth Matters, Investment Portfolio Quarterly  


Link of the Month



Contact Us

T.  416.863.RRSP (7777) or
F.  416.863.7479


Contact Us

T.  416.863.RRSP (7777)
F.  416.863.7479

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