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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Charitable Giving, Fees & More

 

Charitable Giving, Fees & More

Our round up of investor news.


Welcome to our new newsletter format. In this issue, we have pulled together investment news that we feel is relevant to you, our clients.

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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

Charitable Giving, Fees & More

Issue 281

Tax Effective Charitable Giving
Consider donating securities, rather than cash. Read article.

How much do your investments cost, and how do you pay?
Video: Understanding Investment Costs: A Primer for Investors Read article.

Recommended Reading
A short list of current investment reading. Read article.

New Investor Profile Section on Statements
ScotiaMcLeod statements will now include your investor profile information. Read article.

Team News
Welcome Tara! 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

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@scotiamcleod.com

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