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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Season's Greetings from the Spiess McGlade Team

 

Season's Greetings from the Spiess McGlade Team

Happy Holidays, new photos, and volunteering


We wish you all a very happy soliday season and all the best for 2018!

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Managed Money Reporter Newsletter


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

Season's Greetings

Issue 302

Season's Greetings from the Spiess McGlade Team
Happy Holidays, new photos, and volunteering Read article.

Market commentary – 2017 wrap up
Canadian household assets are up but so is debt. Markets this year have had solid returns. Read article.

Year-end investment planning
Distributions, year-end tax reminders, 2017 RRSP & TFSA contributions, online access to tax slips. Read article.

Your New Year's financial resolution (AKA 8 Financial Mistakes to Avoid)
This New Year's, resolve to avoid these 8 common financial mistakes. Read article.

John Zufelt 1950-2017
We are sad to report that former ScotiaMcLeod advisor John Zufelt passed away December 1st. 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.