Carl Spiess, CFP, CIM, FMA, FCSI, MBA

Portfolio Manager
Director, Wealth Management

ScotiaMcLeod®, a division of Scotia Capital Inc.

Carl Spiess
Phone:
(416) 863-7777
Toll-Free:
1-800-387-9273
Fax:
(416) 863-7479
Team:
The Spiess McGlade Team
Mailing Address:
40 King St West,15th Floor, Toronto, ON M5H 3Y2

About Us

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.

Our team of experts draw on the experience of our firm, founded in 1921, and follow our motto of Building Relationships for Life. We maintain our reputation by providing excellent service, and by doing what is right for our clients.

Having had an online presence for my clients since 1996, I am a leader in communicating the world of investments to my valued clients. An informed investor is the best customer, and tends to achieve better long term returns. I keep in touch with my clients regularly through my electronic newsletter, and with ongoing personal account reviews.


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.


Allan McGlade, CFP, CIM, CLU
Portfolio Manager
Director, Wealth Management
(416) 862-3066
allan.mcglade@scotiawealth.com
Andrew McGoey, CFP, CIM, FMA
Portfolio Manager
(416) 945-4107
andrew.mcgoey@scotiawealth.com
David Hillier, CFP, CIM, FMA, FCSI
Wealth Advisor
(416) 863-7468
david.hillier@scotiawealth.com
Nicole Keeler
Investment Associate
(416) 863-7435
nicole.keeler@scotiawealth.com
Christopher Kelly
Investment Associate
(416) 862-3899
christopher.kelly@scotiawealth.com
Nalini Singh
Investment Associate
(416) 863-7665
nalini.singh@scotiwealth.com
Debbie Ann Espiritu
Senior Associate
(416) 862-3273
debbieann.espiritu@scotiawealth.com
Brenda Cordeiro
Administrative Assistant
(416) 862-3035
brenda.cordeiro@scotiawealth.com
Natasha Rajkumar
Administrative Assistant
(416) 945-4929
natasha.rajkumar@scotiawealth.com

The best way to reach us

(416) 863-7777
or
www.managedmoneyreporter.ca