The Investor Learning Centre


The educated investor is our best client

A large part of our role as your financial advisors is providing information to help you understand the concepts of investing, the products that are available to you and how all of this information might pertain to your particular situation. Using this knowledge, we can work together to achieve your financial goals. Please peruse the topics available in our Learning Centre. If you have any questions on the information you find here or would like to suggest a topic, please contact us.

 

Annuities

Bonds, GICs, Guaranteed Investments

Canada Pension Plan

Canadian Controlled Private Corporation (CCPC) Shares

Dividends & Fund Distributions

Dollar Cost Averaging

Deferred Profit Sharing Plans (DPSP)

Estate Planning

Ethical Funds

Exchange Traded Funds (ETF)

Flow Through Shares

Foreign Investing

Guaranteed Income

Home Buyer's Withdrawal (HBW)

Index Funds

Insurance

Labour Sponsored Investment Funds (LSIF)

Lifelong Learning Plan

 

Lifecycle funds

Managed Account Programs

Payroll Deduction Advantages

Preferred Shares

Real Estate

Registered Disability Savings Plans (RDSP)

Registered Education Savings Plans (RESP)

Registered Retirement Income Fund (RRIFs)

Registered Retirement Savings Plans (RRSP)

Shari'ah compliant funds

Socially responsible investing

Spousal RRSPs

Systematic Withdrawal Plans (SWP)

Tax-efficient investing

Tax-efficient SWPs

Tax Free Savings Accounts (TFSA)

Volatility In the Markets

Want to learn more?  We give dozens of seminars every year on topics of interest to our clients. Ask for us to host a seminar at your work location or at your community group/professional association meeting.

For articles about current market conditions, please review our index of Managed Money Reporter newsletter articles, or our Market Conditions section.

For more web based information resources, see our links and tools pages.

 



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.