Meet The Spiess McGlade Team

We have assembled a team whose varied and extensive financial expertise makes us uniquely positioned to develop and execute your comprehensive financial plan.

Your team of financial experts
 

Carl Spiess, CFP, CIM, FMA, FCSI, MBA    View Carl Spiess's LinkedIn profile

Senior Wealth Advisor - Portfolio Manager - Director, Wealth Management
 
T. 416.862.3150
E. carl.spiess@scotiawealth.com
 
ScotiaMcLeod advisor page: advisors.scotiawealthmanagement.com/cspiess




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Allan McGlade, CLU, CFP, CIM    View Allan McGlade's LinkedIn profile

Senior Wealth Advisor - Portfolio Manager - Director, Wealth Management
 
T. 416.862.3066
E. allan.mcglade@scotiawealth.com
 
ScotiaMcLeod advisor page: advisors.scotiawealthmanagement.com/amcglade



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Andrew McGoey, CFP, CIM, FMA    View Andrew McGoey's LinkedIn profile

Wealth Advisor - Portfolio Manager
 
T. 416.945.4107
E. andrew.mcgoey@scotiawealth.com
 
ScotiaMcLeod advisor page: advisors.scotiawealthmanagement.com/amcgoey


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David Hillier, CFP, CIM, FMA, FCSI    View David Hillier's LinkedIn profile

Wealth Advisor
 
T. 416.863.7468
E. david.hillier@scotiawealth.com
 
ScotiaMcLeod advisor page: advisors.scotiawealthmanagement.com/dhillier



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Service Centre Staff

The service centre is available to assist our clients with both account administration and investment advice. It is located on the 15th floor of Scotia Plaza at 40 King Street West. The service centre can be reached at 416.863.RRSP in the Toronto area, at 1.800.387.9273 in the rest of Ontario or at any of the numbers listed below. Our service centre staff are there to help you with your investments. Please feel free to draw on their experience and expertise.

Nicole Keeler

Investment Associate
 
T. 416.863.7435
E. nicole.keeler@scotiawealth.com

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Nalini Singh

Investment Associate
 
T. 416.863.7665
E. nalini.singh@scotiawealth.com

  • Born Guyana
  • Graduated Computer & Business College, Guyana, Diplomas in Business & Computer Studies
  • Completed Canadian Securities Course and RR/CPH Exam (2002), Wealth Management Essentials (2010)
  • Has 20 years of experience with ScotiaMcLeod and the Spiess McGlade Team
  • Specialties include client service, marketing communications and account reviews

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Christopher Kelly

Investment Associate
 
T. 416.862.3899
E. christopher.kelly@scotiawealth.com

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Debbie Ann Espiritu

Senior Associate
 
T. 416.862.3273
E. debbieann.espiritu@scotiawealth.com

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Brenda Cordeiro

Administrative Assistant
 
T. 416.862.3035
E. brenda.cordeiro@scotiawealth.com

  • Born Calcutta, India
  • Graduated Loreto Convent, Bachelor of Arts (1982)
  • Has 22 years of experience with ScotiaMcLeod and the Spiess McGlade Team
  • Specialties include: account opening, estates, PACs, SWPs and withdrawals

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Claudia Ochoa

Senior Associate
 
T. 416.862.3061
E. claudia.ochoa@scotiawealth.com

  • Born Toronto, ON
  • Graduated York University, Bachelor of Arts in Economics (2008)- Business & Society
  • Successfully completed Canadian Securities Course (2010), RR/CPH Exam (2010) and LLQP Insurance (2014)
  • Has 12 years of experience with ScotiaMcLeod and the Spiess McGlade Team
  • Specialties include: Administration of RESPs, new account documentation

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Natasha Rajkumar

Administrative Assistant
 
T. 416.945.4929
E. natasha.rajkumar@scotiawealth.com

  • Born Georgetown, Guyana
  • Graduated Seneca @ York, Business Administration (2007)
  • Has 11 years of experience with ScotiaMcLeod and the Spiess McGLade Team
  • Specialties include: payroll administration, client meeting preparation, address changes and updating account information

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Christina Calvert

Senior Associate
 
T. 416.863.7590
E. christina.calvert@scotiawealth.com

  • Born Burlington, ON
  • Graduated University of Toronto, Honours Bachelor of Science (2002), University of Ottawa, Bachelor of Education (2004)
  • Successfully completed Canadian Securities Course (2011) and RR/CPH Exam (2011), Wealth Management Essentials (2014)
  • Has 6 years of experience with ScotiaMcLeod and the Spiess McGlade Team
  • Specialties include: administration of fee-based accounts and RRIFs, client meeting preparation

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Contact Us

T.  416.863.RRSP (7777)
     1.800.387.9273
F.  416.863.7479
E. carl.spiess@scotiawealth.com
    allan.mcglade@scotiawealth.com

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

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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.