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 - Associate Portfolio Manager - Director, Wealth Management
 
T. 416.862.3150
E. carl.spiess@scotiamcleod.com
 
ScotiaMcLeod advisor page: advisors.scotiamcleod.com/cspiess

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

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

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

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

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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@scotiamcleod.com

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Nalini Singh

Investment Associate
 
T. 416.863.7665
E. nalini.singh@scotiamcleod.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 18 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@scotiamcleod.com

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David Hillier, CFP, CIM, FMA, FCSI

Investment Associate
 
T. 416.863.7468
E. david.hillier@scotiamcleod.com

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Debbie Ann Espiritu

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

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Brenda Cordeiro

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

  • Born Calcutta, India
  • Graduated Loreto Convent, Bachelor of Arts (1982)
  • Has 19 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 (Currently on maternity leave)
 
T. 416.862.3061
E. claudia.ochoa@scotiamcleod.com

  • Born Toronto, ON
  • Graduated York University, Bachelor of Arts in Economics (2008)
  • Successfully completed Canadian Securities Course (2010) and RR/CPH Exam (2010)
  • Has 8 years of experience with ScotiaMcLeod and the Spiess McGlade Team
  • Specialties include: Administration of RESPs, RRIFs and transfers, new account documentation
  • Claudia is currently on maternity leave but any of the other Spiess McGlade Team members would be happy to help you during her absence.

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Natasha Rajkumar

Administrative Support Assistant
 
T. 416.945.4929
E. natasha.rajkumar@scotiamcleod.com

  • Born Georgetown, Guyana
  • Graduated Seneca College, Business Adminstration (2007)
  • Has 6 years of experience with ScotiaMcLeod and the Spiess McGLade Team
  • Specialties include: payroll administration, insurance administration, client meeting preparation

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Christina Calvert

Administrative Associate
 
T. 416.863.7590
E. christina.calvert@scotiamcleod.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)
  • Has 2 years of experience with ScotiaMcLeod and the Spiess McGlade Team
  • Specialities include: new account documentation, address changes and updating account information.

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Michael Ospina

Administrative Associate
 
T. 416.862.3061
E. michael.ospina@scotiamcleod.com

  • Born Oakville, ON
  • Working towards Bachelor of Arts in Economics at York University
  • Successfully completed Canadian Securities Course (2011) and RR/CPH Exam (2012)
  • Has 10 years of experience in the financial industry, with 9 of that with Scotiabank
  • Specialities include: Administration of RESPs, RRIFs and transfers, new account documentation

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Contact Us

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

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