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:
Contribution Limits
Spousal RRSPs
Withdrawal Options
Financial Priorities
Understanding your Severance Package
RIFs LIFs and Annuities
Special information for employees nearing retirement
The Best Information Websites
Tracking your Investments
Using Quicken
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
Innovative uses of Insurance
Protecting your estate from Taxes
Trust Accounts
RESPs
The Canada Education Savings Grant
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.
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.