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.
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.
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.