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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2014 Tax Wrap Up


2014 Tax Wrap Up

See our tax tips - deadline to file is April 30th.

With the filing deadline approaching, have a look at our tax tips and links.

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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

2014 Tax Wrap Up

Issue 284

2014 Tax Wrap Up
See our tax tips - deadline to file is April 31st. Read article.

"Fee Based" accounts and taxes
More clarity but taxes about the same Read article.

8 out of 10 Canadians on track for retirement
Even so, most Canadian are worried that they won't have enough money in retirement. Read article.

What to do in this low rate environment?
With interest rates so low, should you rethink your fixed income strategy? Read article.

Kids these days...
Are more interested in financial knowledge than you might think. 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


In the Media

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Contact Us

T.  416.863.RRSP (7777)
F.  416.863.7479

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