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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TFSAs and other budget news


TFSAs and other budget news

TFSAs, RRIFs and more.

The recent federal budget increased your TFSA room and made some changes to RRIFs. ScotiaMcLeod has the full analysis of Budget 2015.

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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

TFSAs and other budget news

Issue 285

Taking advantage of TFSAs
More room now - up to $10,000 per year. Read article.

New RRIF rules and the rest of the budget
Hold off on adding back in Read article.

Team news: David's new title & Debbie's return
David is now a Wealth Advisor and Debbie-Ann is back from maternity leave. Read article.

Scotiabank in the community
Great place to work and involved in the local community. Read article.

Recommended reading & viewing
New IPQ and Scotia research videos. Read article.

Invest with Joel
Fidelity Northstar, managed by Joel Tillinghast continues to please. Read article.

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Downloadable Forms

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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

Media Page

Online Account Access

Login, Register, Demo  


Market Watch

Mutual Funds, Equity Markets,
Bond Markets, Wealth Matters, Investment Portfolio Quarterly  


Link of the Month



Contact Us

T.  416.863.RRSP (7777) or
F.  416.863.7479


Contact Us

T.  416.863.RRSP (7777)
F.  416.863.7479

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