The Spiess McGlade Team


Carl Spiess, CFP, FMA, CIM, FCSI, MBA, Director, Wealth Management

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

Additional Team MembersClick here to continue.

"We work as 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."

  • Having had an online presence for our clients since 1996, we are leaders in communicating the world of investments to our valued clients. An informed investor is the best customer, and tends to achieve better long term returns. We keep in touch with our clients regularly through our electronic newsletter, and with ongoing personal account reviews. We maintain our reputation by providing excellent service, and by doing what is right for our clients.
  • Investment Philosophy and Process We are committed to a conservative portfolio approach that is aligned with your personal risk profile and the required investment returns to meet your goals. We establish and deliver on your personal plan through a disciplined process. Through this process we 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 we can each focus on what we do best. Seven of our 10 team members have been working together for the last decade. This consistency of personal service is greatly appreciated by our long term clients, 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 Our team of experts draw on the experience of our firm, founded in 1921, and follow our motto of Building Relationships for Life.
  • Additional Advisors Andrew McGoey, CFP, FMA Wealth Advisor
    (416) 945-4107
    andrew_mcgoey@scotiamcleod.com

    Sharon Calvert, Investment Associate
    (416) 863-7867
    sharon_calvert@scotiamcleod.com

    Nicole Keeler, Investment Associate
    (416) 863-7435
    nicole_keeler@scotiamcleod.com

    Chris Kelly, Investment Associate
    (416) 862-3899
    christopher_kelly@scotiamcleod.com

    David Hillier, CFP, FMA, FCSI Investment Associate
    (416) 863-7468
    david_hillier@scotiamcleod.com

    Nalini Singh, Senior Associate
    (416) 863-7665
    nalini_singh@scotiamcleod.com

  • Mailing Address
    40 King St West
    15th Floor
    Toronto, ON M5H 3Y2
  • Additional Team Members:
    • Debbie Ann Espiritu, Administrative Associate
      (416) 862-3273
      debbie-ann_espiritu@scotiamcleod.com

      Brenda Cordeiro, Branch Operations Assistant
      (416) 862-3035
      brenda_cordeiro@scotiamcleod.com

      Claudia Ochoa, Administrative Assistant
      (416) 862-3061
      claudia_ochoa@scotiamcleod.com

      Natasha Ramcharitar, Administrative Assistant
      (416) 945-4929
      natasha_ramcharitar@scotiamcleod.com
  • Business Links: ScotiaMcLeod is not responsible for external websites linked to/from ScotiaMcLeod.com.

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TM Trademark used under authorization and control of The Bank of Nova Scotia. All insurance products are sold through ScotiaMcLeod Financial Services (Ontario) Inc. ScotiaMcLeod Financial Services (Ontario) Inc. is an insurance subsidiary of Scotia Capital Inc., a member of the Scotiabank Group. When discussing Life Insurance Products, ScotiaMcLeod Investment Executives are acting as Life Underwriters representing ScotiaMcLeod Financial Services (Ontario) Inc.


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