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The Spiess McGlade Team
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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.
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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.
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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.
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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.
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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, Investment Associate
(416) 863-7468
david_hillier@scotiamcleod.com
Nalini Singh, Senior Associate
(416) 863-7665
nalini_singh@scotiamcleod.com
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Mailing Address
40 King St West
15th Floor
Toronto, ON M5H 3Y2
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Additional Team Members:
Debbie Ann Despa, Administrative Associate
(416) 862-3273
debbie-ann_despa@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
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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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(416) 862-3150
1-800-387-9273
(416) 863-7479
