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.
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.
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 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.
Your team has a unique and proven methodology for developing financial plans and investing and managing our clients' valuable assets. (Read more.)
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.
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.
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.
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.
ScotiaMcLeod is a division of Scotia Capital Inc., member of CIPF.
® 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.