Meet the The Spiess McGlade Team
The Staff of the Managed Money Reporter and the The Spiess McGlade Team are all employees of ScotiaMcLeod,
a division of Scotia Capital Inc., a member of the Scotia Bank family.
Carl Spiess, CFP, CIM, FMA, FCSI, MBA
Director, Wealth Management
Senior Wealth Advisor
- Born Toronto, Ontario
- Graduated University of Waterloo, Systems Engineering (1989) and Wilfrid
Laurier, MBA (1990)
- Has 17 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 13 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
- here
is one example and another
- 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
- Telephone (416) 862-3150
- E-mail
carl_spiess@scotiacapital.com
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Allan McGlade, CLU, CFP
Senior Wealth Advisor
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Andrew McGoey, CFP, FMA
Wealth Advisor
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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.
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Sharon Calvert
Investment Associate
- Born Toronto, Ontario
- Successfully completed Canadian
Securities Course and RR/CPH Exam (1986)
- Has 30 years of experience in the investment industry,
21 of those
at ScotiaMcLeod
- Specialties include administration of accounts for high net worth
clients, stock trading and account reviews
- Telephone (416) 863-7867
- E-mail sharon_calvert@scotiacapital.com
Nicole Keeler
Investment Associate
Jane-Ann Crombeen
Investment Associate
- Born Calgary, Alberta
- Graduated Trent University, Bachelor of Arts (1991)
- Successfully completed Canadian
Securities Course and RR/CPH Exam (1992)
- Has 15 years of experience with ScotiaMcLeod (13 with the Spiess Team)
- Specialties include client proposals, client service, T-bill
maturities and stock trading
- Telephone (416) 863-7468
- E-mail jane-ann_crombeen@scotiacapital.com
Nalini Singh
Senior Associate
Christopher Kelly
Investment Associate
Debbie Ann Despa
Administrative Associate
Brenda Cordeiro
Administrative Assistant
Claudia Ochoa
Administrative Assistant
- Born Toronto, ON
- Currently completing a Bachelor of Arts in Economics
- Candidate for Canadian
Securities Course
- Has 3 years of experience with ScotiaMcLeod
- Specialties include: address changes, new account
documentation and mailings
- Telephone (416) 862-3061
- E-mail claudia_ochoa@scotiacapital.com
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