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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New Mutual Fund Point of Sale Process (POS3)

 

New Mutual Fund Point of Sale Process (POS3)

New regulatory document requirements for mutual funds.


Starting May 30th, all Canadians purchasing mutual funds will receive a "fund facts" document prior to purchase.

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Managed Money Reporter Newsletter


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

New Mutual Fund "Point Of Sale" (POS3) Process

Issue 293

New Mutual Fund "Point Of Sale" (POS3) Process
New regulatory requirements for mutual fund purchases starting May 30th. Read article.

Due diligence investment update: Edgepoint
Recently we met with representatives of Edgepoint to revue performance. Read article.

How much to save? - Carl's Video
How much do you need to feel "rich"? Read article.

Market update / Recommended Reading
May saw gains in the Canadian market lead by resources. Read article.

Scotia's support for the arts
Recent events include Hot Docs, The Scotiabank Photography Award and Contact Toronto Photography Festival. Read article.

Is your will up-to-date?
A will review is an important part of your financial planning process. Read article.

Team Profile – Nalini Singh
Thanks to Nalini for 20 years of outstanding client support! 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.