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
Director, Wealth Management, Senior Wealth Advisor
T. 416.862.3150
E. carl_spiess@scotiamcleod.com
ScotiaMcLeod advisor page: advisors.scotiamcleod.com/cspiess
- Born Toronto, Ontario
- Graduated University of Waterloo, Systems Engineering (1989) and Wilfrid Laurier, MBA (1990)
- Has 21 years of experience in the investment industry with ScotiaMcLeod
- Holds Certified Financial Planner (CFP), Canadian Investment Manager (CIM), Financial Management Advisor (FMA) and Fellow Canadian Securities Institute (FCSI) designations
- Completed Canadian Securities Course and RR/CPH Exam (1990), Options, Futures, Partners Directors & Officers, LLQP Insurance, Professional Financial Planning exams
- Member of ScotiaMcLeod Chairman's Council (top 5%) each of the last 16 years,
- First ever recipient of the Fred Ketchen "Golden Plaid Jacket" for being top ScotiaMcLeod advisor in Ontario
- Regular contributor to CP24 business, Moneyline, and Global TV 2007 RRSP Helpline
- Member of editorial board of RSP Planning, an industry periodical published by Federated Press
- Editor of the Managed Money Reporter
- Has been quoted and featured in many newspaper articles (for example...) and industry conferences
- Past member of ScotiaMcLeod's Private Client Advisory Board, which serves investor interests at ScotiaMcLeod
- ScotiaBank Volunteer Award (2002) for Land Trust work
- Has given over 250 presentations about investing
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Allan McGlade, CLU, CFP, CIM
Associate Director, Wealth Management, Senior Wealth Advisor
T. 416.862.3066
E. allan_mcglade@scotiamcleod.com
ScotiaMcLeod advisor page: advisors.scotiamcleod.com/amcglade
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Andrew McGoey, CFP, FMA
Wealth Advisor
T. 416.945.4107
E. andrew_mcgoey@scotiamcleod.com
ScotiaMcLeod advisor page: advisors.scotiamcleod.com/amcgoey
- Born Toronto, Ontario
- Graduated Lakehead University, Bachelor of Arts 1999
- Successfully completed Canadian Securities Course (2000) and RR/CPH Exam (2003), LLQP Insurance, Professional Financial Planning exams, Wealth Management Techniques (2006), Investment Management Techniques (2006)
- Holds Certified Financial Planner (CFP) and Financial Management Advisor (FMA) designations
- Candidate for Canadian Investment Manager (CIM) designation
- 8 years of experience with ScotiaMcLeod
- Specialties include: financial planning, annuities, RESPs, portfolio reviews, and Managed Money Reporter guest editor
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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.
Sharon Calvert
Investment Associate
T. 416.863.7867
E. sharon_calvert@scotiamcleod.com
- Born Toronto, Ontario
- Successfully completed Canadian Securities Course and RR/CPH Exam (1986)
- Has 35 years of experience in the investment industry, 25 of those at ScotiaMcLeod with the Spiess McGlade Team
- Specialties include administration of accounts for high net worth clients, stock trading and account reviews
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Nicole Keeler
Investment Associate
T. 416.863.7435
E. nicole_keeler@scotiamcleod.com
- Born Montreal, Quebec
- Successfully completed Canadian Securities Course and RR/CPH Exam (1988)
- Has 23 years of experience in the investment industry, 20 of those at ScotiaMcLeod with the Spiess McGlade Team
- Specialties include administration of group plans and client service
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Nalini Singh
Senior 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 15 years of experience with ScotiaMcLeod and the Spiess McGlade Team
- Specialties include client service and marketing communications
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Christopher Kelly
Investment Associate
T. 416.862.3899
E. christopher_kelly@scotiamcleod.com
- Born Toronto, Ontario
- Graduated Trent University, Bachelor of Administrative Studies (1997)
- Humber College Marketing Management Diploma (2000)
- Successfully completed Canadian Securities Course, RR/CPH Exam (2000) and Professional Financial Planning exams (2006)
- 10 years of experience with ScotiaMcLeod and 8 years with the Spiess McGlade Team
- Specialties include client service and administrative follow-up
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David Hillier, CFP, 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. debbie_ann_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)
- Candidate for Canadian Securities Course and RR/CPH Exam
- Has 17 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
Administrative Associate
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 and RR/CPH Exam (2010)
- Has 7 years of experience with ScotiaMcLeod and the Spiess McGlade Team
- Specialties include: Administration of RESPs, RRIFs and transfers, new account documentation
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Natasha Ramcharitar
Administrative Support Assistant
T. 416.945.4929
E. natasha_ramcharitar@scotiamcleod.com
- Born Georgetown, Guyana
- Graduated Seneca College, Business Adminstration (2007)
- Candidate for Canadian Securities Course
- Has 2 years of experience with ScotiaMcLeod and the Spiess McGLade Team
- Specialties include: address changes, new account documentation and mailings
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