About Us

We Are Your Financial Advantage

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.

The Spiess McGlade team

We achieve this by following a Disciplined Investment Philosophy and through the implementation of a Personalized Financial Plan based on information you provide about your needs and goals.

Our Team of Experts draws on the experience of our firm, founded in 1921, and follow our motto of Building Relationships for Life. We recommend and monitor professional money managers who provide tax and cost effective investment solutions. We maintain our reputation and high level of client loyalty by providing excellent service and by doing what is right for our clients.

Some of the key advantages to investing with the Spiess McGlade Team are:

Your Dedicated Investment Advisory Team

A team so consistent that 5 of us have been working together for over 15 years serving our long term clients. (Meet the team.)

Our Client Commitment Process

Our Client Commitment Process makes ScotiaMcLeod unique in the Canadian Brokerage Industry, in that all parts of our firm understand this client commitment and how it applies to our client's needs.

Our Clear Statement of Investment Philosophy and History

Your team has a unique and proven methodology for developing financial plans and investing and managing our clients' valuable assets. (Read more.)

Superior Service for High Net-Worth Investors (or those aspiring to becoming one)

We excel at servicing Canadian households with 6 and 7 figure portfolios. Even with smaller accounts, members of our Group Plans (and we've got the best in Canada) receive many of the same benefits as our high net-worth clients, such as our regular email newsletter and contact.

Access to Resources & Money Managers

Due to the large overall size of our business, we have a depth of knowledge about and access to money managers that allows us to better monitor the performance of those managers. We are also able to "make things happen" within ScotiaMcLeod for our clients due to our significant assets under management and claim on our firm's resources.

Spiess McGlade Team assets under management

Holistic Approach to All Your Financial Needs

Services provided include: Investment management of RRSPs, Spousal RRSPs, RRIFs, RESPs, LIRAs, Annuities, Life Insurance, Trusts, open/cash (i.e. non-registered) Investment accounts, Trading, and Corporate accounts. We will manage each account separately, but keep a holistic view of the household's overall financial goals at all times.

Our Clients are Happy working with Us

We mentioned that our team has remained remarkably consistent over the years. So have our clients! In fact, over the last 9 years, we have had a 97% annual client retention of our priority (over $250,000) client households. We appreciate our clients' ongoing business and work hard to meet their investment and financial planning needs. This strong client retention has resulted in our team having consistent growth in assets under management.

The staff of The Spiess McGlade Team are all employees of ScotiaMcLeod, a division of Scotia Capital Inc., a member of the Scotia Bank family.

More on The Spiess McGlade Team

Total assets under administration of $1 billion


Contact Us

T.  416.863.RRSP (7777)
F.  416.863.7479
E. carl.spiess@scotiawealth.com

ScotiaMcLeod is a division of Scotia Capital Inc., member of CIPF.
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