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.

more information

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.

View Carl's bio
View Allan's bio
Read testimonials

2015 Review and 2016 Investment Strategy

 

2015 Review and 2016 Investment Strategy

Looking back and looking forward.


TSX down due to low-oil prices — conservative focus for coming year.

more information

Managed Money Reporter Newsletter


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

2015 Review and 2016 Investment Strategy

Issue 290

2015 Review and 2016 Investment Strategy
TSX down due to low-oil prices — conservative focus for coming year. Read article.

Do you need to save $1 million to retire?
Check out Carl's new video about how much the average couple needs to save for retirement. Read article.

TFSA, RRSP, RESP Contributions Update for 2016
Find out the limits and get your contribution in. Read article.

Celebrating a Decade of Target Date Funds
The industry has seen some changes but this financial innovation is still going strong. Read article.

Regulatory Changes — CRM2 — Statements
New reporting requirements being rolled out in your statements. Read article.

Team Profile — Nicole Keeler
Celebrating 25 years serving our clients. Read article.

Recommended Reading
The Global Forecast Update from our Portfolio Addvisory Group. Read article.

Search page | Archive

Hot Topics

Downloadable Forms

Get forms

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

Testimonials

In the Media

Media Page



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.

Security | Privacy Policy | Legal Information | Important Information | Site Map

 

 

 

® 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.