The Spiess McGlade Team

 

The Spiess McGlade Team

A sound approach for your future


The Spiess/McGlade Team helps you achieve peace of mind by providing trusted advice and designing personalized solutions to help you meet your financial goals.

more information

Carl Spiess & Allan McGlade Allan McGlade Carl Spiess

 

Carl Spiess & Allan McGlade

Experience and Professionalism


With over 40 years combined experience managing clients' assets, Carl & Allan are well positioned to provide a full range of financial and estate planning services.

View Carl's bio
View Allan's bio
Read testimonials

Your 5 Year Plan

 

Your 5 Year Plan

Make the next 5 years count


Scotiabank and ScotiaMcLeod are currently promoting the "5 Year Plan". At the Spiess McGlade team, we have long been believers in having a detailed financial plan with goals and actionable items to help you get to where you want to be.

more information

Managed Money Reporter Newsletter


Editors Carl Spiess and Allan McGlade
Canada's longest running monthly newsletter of managed money investment performance

Make the next 5 years count

Issue 268

Your 5 Year Plan
Make the next 5 years count Read article.

A Banner Start to 2012
Solid returns in the first 2 months Read article.

Rethinking Asset Location
An assortment of of Scotia research publications. Read article.

The Spiess McGlade Team's Recommended List
Recently updated for 2012 Read article.

Upcoming Team Charity Events
Upcoming team charity events Read article.

Recommended Reading - Warren Buffett
Warren Buffett's annual letter to shareholders Read article.

Search page | Archive

Hot Topics

Downloadable Forms

Get forms

Tax Free Savings Accounts

Set one up today!

Insurance & Your Investments

Insurance, Estate Planning

Index Funds & ETFs

Pros & Cons, Performance List

Handy Online Tools

How is your Retirement Plan?

Life Cycle Funds

Simplified portfolio management

RESPs - Get a 20% Grant!

Learn about Education Savings


Online Account Access

Login, Register, Demo  

    


Market Watch

Mutual Funds, Equity Markets,
Bond Markets, Investor Portfolio Quarterly  

    


Link of the Month

Berkshire Hathaway

    


Contact Us

T.  416.863.RRSP (7777) or
     1.800.387.9273
F.  416.863.7479
E.  spiessmcgladeteam@scotiamcleod.com

 


Contact Us

T.  416.863.RRSP (7777)
     1.800.387.9273
F.  416.863.7479
E. spiessmcgladeteam@scotiamcleod.com

ScotiaMcLeod is a division of Scotia Capital Inc., member of CIPF.
By continuing through this site you acknowledge that you agree to the terms in the Legal Notices.

Security | Privacy Policy | Legal Information | Disclaimer | Site Map