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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Volatility Returns

 

Volatility Returns

Market volatility increases of late


After a very steady two years, we are seeing a return to volatility in the markets.

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Managed Money Reporter Newsletter


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

Volatility Returns

Issue 303

Volatility Returns
After a very steady two years, we are seeing a return to volatility in the markets. Read article.

RRSP, TFSA and RESP Contribution Reminder
March 1, 2018 is the deadline for RRSP contributions. Read article.

2017 Performance and Fee Statements
If you are ever wondering "how am I doing?" your performance and fee statement has the answers. Read article.

Online Access for Tax Slips
Changes to our online service platform will allow you to access your tax receipts electronically. Read article.

MyCRA
MyCRA offers you convenient & secure access to your own personal tax information. Read article.

Scotia Estate Assist
We have the expertise to help you fulfill your executor responsibilities through our partners in Scotiatrust. Read article.

Doing better with advice
Canadians strongly credit their advisor with increasing their returns. Read article.

Scotia in the Community – Gord Downie Legacy Room
We are proud to be part of Gord's legacy and facilitate the reconciliation process. 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

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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.