Your ScotiaMcLeod Advisor

Allan McGlade
CLU,CFP,CIM, Director, Wealth Management
Senior Wealth Advisor

Additional Team MembersClick here to continue. Send EmailClick here to continue.

"I work as part of a team that helps our clients achieve peace of mind by providing trusted advice and personalized solutions to meet your financial goals. We achieve this by following a Disciplined Investment Philosophy and through the implementation of a Personalized Plan based on information you provide about your situation."

  • Investment Philosophy and Process I am committed to a conservative portfolio approach that is aligned with your personal risk profile and the required investment returns to meet your goals. I establish and deliver on your personal plan through a disciplined process. Through this process I closely monitor your portfolio and advise you on the required actions to keep it on track to meet your long-term goals.
  • Service Approach The advantage of having a large team, is that I have time for the most interesting part of my job, meeting with clients and educating individuals about investing. By employing professional managers to handle many of the day to day tasks of money management, we can focus on you and your needs, not just specific securities or transactions.
  • Trusted Advice ScotiaMcLeod continues to build "Relationships for Life".

    I am backed by a team of specialists within ScotiaMcLeod, as well as from Scotiabank and Scotia Private Client Group. This allows me to access the required expertise to provide my clients with a comprehensive financial strategy that addresses all of their needs and goals.
  • Mailing Address
    40 King St West
    15th Floor
    Toronto, ON M5H 3Y2

  • Additional Team Members:
    • Carl Spiess, CFP, FMA, CIM, FCSI, MBA
      Director, Wealth Management

      Andrew McGoey, CFP, FMA
      Wealth Advisor

      Sharon Calvert
      Investment Associate

      Nicole Keeler
      Investment Associate

      Chris Kelly
      Investment Associate

      David Hillier, CFP, FMA, FCSI
      Investment Associate

      Nalini Singh
      Senior Associate

      Debbie-Ann Espiritu
      Administrative Associate

      Brenda Cordeiro
      Branch Operations Assistant

      Claudia Ochoa
      Administrative Assistant

      Natasha Ramcharitar
      Administrative Assistant
  • Business Links: ScotiaMcLeod is not responsible for external websites linked to/from ScotiaMcLeod.com.

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