 We
Are Your Financial Advantage
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.
We achieve this by following a Disciplined Investment Philosophy and through the implementation
of a Personalized Plan based on information you provide about your
needs and goals.
Our team of experts draw on the experience of our
firm, founded in 1921, and follow our motto of Building Relationships for
Life. We recommend and monitor professional money managers who
provide tax and cost effective investment solutions. We maintain our reputation
and high level of client loyalty by providing excellent service and by doing what is right for our clients.
Some of the key advantages to you in dealing with The
Spiess/McGlade Team are:
-
Your Dedicated Investment Advisory Team
A team so consistent that 4 of the 5 associates working
together in 1994 for Carl Spiess are still servicing our long
term clients.
Our Client Commitment Process
(graphic)
Our Client Commitment Process makes ScotiaMcLeod unique in
the Canadian Brokerage Industry, in that all parts of our firm
understand this client commitment and how it applies to our client's
needs.
Our Clear Statement of Investment Philosophy
and History
Your team has a unique and
proven methodology for developing financial plans and investing and
managing our clients' valuable assets.
Superior Service for High Net-Worth Investors
(or those aspiring to becoming one)
We excel at servicing Canadian households with 6 and 7 figure
portfolios. Even with smaller accounts, members of our Group
Plans (and we've got the best in Canada)
receive many of the same benefits as our high net-worth clients, such
as our regular email newsletter and contact.
Access to Resources & Money Managers
Due to the large overall size of our business, we
have a depth of knowledge about and access to money managers that
allows us to better monitor the performance of those managers.
We are also able to "make things happen" within ScotiaMcLeod
for our clients due to our significant assets under management and claim on our firm's
resources.
- Holistic Approach to All
Your Financial Needs
Services provided include: Investment management of
RRSPs, Spousal RRSPs, RRIFs, RESPs, LIRAs,
Annuities, Life Insurance, Trusts, open/cash (i.e. non-registered) Investment accounts, Trading, and Corporate accounts. We will manage each account separately,
but keep a holistic view of the household's overall financial goals at all
times.
The staff of The Spiess/McGlade Team
are all employees of ScotiaMcLeod,
a division of Scotia Capital Inc., a member of the Scotia Bank family.
See our Contact
Us Page for more contact details or directions to our office.
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