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The Spiess McGlade TeamThe Spiess McGlade Team
A sound approach for your future
Carl Spiess & Allan McGladeCarl Spiess & Allan McGlade
Experience and Professionalism
Market updatesMarket updates
Our Portfolio Compass and rising rates

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.

more information

Carl Spiess & Allan McGlade Carl Spiess Allan McGlade

 

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.

View Carl's bio
View Allan's bio
Read testimonials

Market updates

 

Market updates

Our Portfolio Compass and rising rates


Global markets, falling unemployment and the spectre of higher interest rates.

more information

Managed Money Reporter Newsletter


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

Market updates

Issue 304

Market updates — Our Portfolio Compass and Rising rates
Global markets, falling unemployment and the spectre of higher interest rates. Read article.

Revisiting the "100 minus your age as a percent in equities" rule of thumb
Is this still the right approach for you? Read article.

Some teens are responsible with money!
Here are a few thoughts on teenagers and investing. Read article.

Scotia's Support for the Arts
There are so many things going on in Scotia's arts calendar. Read article.

Our Enriched Thinking Brand Promise
This new video explains our Enriched Thinking commitment. Read article.

CRA Update
How CRA spends your tax dollars. Read article.

Team Member Profile — Debbie Ann Espiritu
Congratulations on 15 years! Read article.

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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.