Carl Spiess, Allan McGlade and the rest of The Spiess McGlade Team give dozens of financial seminars each year. Here is a typical Spiess McGlade Team presentation.

Some available seminar topics include:

RRSP Basics

  • Contribution Limits

  • Spousal RRSPs

  • Withdrawal Options

Retirement Planning

  • Financial Priorities

  • Understanding your Severance Package

  • RIFs LIFs and Annuities

  • Special information for employees nearing retirement

Investing and the Internet

  • The Best Information Websites

  • Tracking your Investments

  • Using Quicken

Managing Your Investments

  • Investments 101

  • GIC alternatives

  • Dollar Cost Averaging

  • Understanding Risk and Return

  • Foreign Investing

  • Index Funds

  • Labour Sponsored Funds

  • Tax Effective Investments

  • Dividends and Average Cost

  • Managed Account Programs

  • Market Commentary

Estate Planning

  • Innovative uses of Insurance

  • Protecting your estate from Taxes

 Education Savings

  • Trust Accounts

  • RESPs

  • The Canada Education Savings Grant

 Group Plan Specifics

  • Deferred Profit Sharing Plans

  • Payroll Deduction

  • Your Group Plan Statement

  • CCPC Shares

  • Group Plan Benefits

E-mail or call us today at (416) 863-RRSP or 1-800-387-9273 to set up a seminar at your location.  For Group plans, seminar locations, topics, and dates can be coordinated through your Human Resources Personnel. If you would like a seminar, but have not heard of one being offered at your location, contact us directly. 


Contact Us

T.  416.863.RRSP (7777)
F.  416.863.7479

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.