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Managed Money Reporter | The Spiess McGlade Team - A sound approach to your future

News and Current Articles:. The Spiess McGlade Team. A sound approach for your future. Carl Spiess and Allan McGlade. Market volatility increases of late. The Spiess McGlade Team. A sound approach for your future. 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. Carl Spiess and Allan McGlade. Market volatility increases of late. Managed Money Reporter Newsletter. Online Access for Tax Slips.

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Managed Money Reporter | The Spiess McGlade Team - A sound approach to your future | managedmoneyreporter.ca Reviews
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News and Current Articles:. The Spiess McGlade Team. A sound approach for your future. Carl Spiess and Allan McGlade. Market volatility increases of late. The Spiess McGlade Team. A sound approach for your future. 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. Carl Spiess and Allan McGlade. Market volatility increases of late. Managed Money Reporter Newsletter. Online Access for Tax Slips.
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Managed Money Reporter | The Spiess McGlade Team - A sound approach to your future | managedmoneyreporter.ca Reviews

https://managedmoneyreporter.ca

News and Current Articles:. The Spiess McGlade Team. A sound approach for your future. Carl Spiess and Allan McGlade. Market volatility increases of late. The Spiess McGlade Team. A sound approach for your future. 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. Carl Spiess and Allan McGlade. Market volatility increases of late. Managed Money Reporter Newsletter. Online Access for Tax Slips.

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1

Index Funds | Learning Centre | Managed Money Reporter | The Spiess McGlade Team - A sound approach to your future

http://www.managedmoneyreporter.ca/indexfunds

Over the years, we have heard a lot about index funds in the media. Starting in the 1999 calendar year, a great deal of press was devoted to Index Funds. In 2000, the hot topic in the press was Exchange Traded Funds. Since then there have been periods of over- and under-performance by both actively managed and passively managed funds. Here is an article by ScotiaMcLeod (.pdf 144k). And another link to a commentary on index funds from the financial pipeline site. And as always, with the benefit of no loads.

2

Downloadable Forms | Your Account | Managed Money Reporter | The Spiess McGlade Team - A sound approach to your future

http://www.managedmoneyreporter.ca/forms

The Managed Money Reporter. For your convenience, we have made available some of our most frequently used forms for you to download:. Register for online account access. Complete the following steps to access your ScotiaMcLeod accounts through ScotiaOnline:. Complete online access form. Have your spouse complete power of attorney forms if you need access to your spouse's accounts, too:. Power of attorney form. Representations of Person Acting as Power of Attorney/Trading Authority. Contribute to your RRSP.

3

Newsletter Archives | Managed Money Reporter | The Spiess McGlade Team - A sound approach to your future

http://www.managedmoneyreporter.ca/articles

New Mutual Fund "Point Of Sale" (POS3) Process. Due diligence investment update: Edgepoint. How much to save? Market update / Recommended Reading. Scotia's support for the arts. Is your will up-to-date? Team Profile – Nalini Singh. Link of the Month. Archives - Managed Money Reporter. Try our search page. June 2016, Issue 293 – New Mutual Fund "Point Of Sale" (POS3) Process. New Mutual Fund "Point Of Sale" (POS3) Process. Due diligence investment update: Edgepoint. How much to save? June 2016, Issue 293.

4

The Investor Learning Centre | Managed Money Reporter | The Spiess McGlade Team - A sound approach to your future

http://www.managedmoneyreporter.ca/investor_education

The Investor Learning Centre. The educated investor is our best client. Bonds, GICs, Guaranteed Investments. Canadian Controlled Private Corporation (CCPC) Shares. Dividends and Fund Distributions. Deferred Profit Sharing Plans (DPSP). Exchange Traded Funds (ETF). Home Buyer's Withdrawal (HBW). Labour Sponsored Investment Funds (LSIF). Registered Disability Savings Plans (RDSP). Registered Education Savings Plans (RESP). Registered Retirement Income Fund (RRIFs). Registered Retirement Savings Plans (RRSP).

5

Tax Free Savings Accounts | Learning Centre | Managed Money Reporter | The Spiess McGlade Team - A sound approach to your future

http://www.managedmoneyreporter.ca/tfsa

Tax Free Savings Accounts. Scotia Tax Free Savings Accounts (TFSA). The Tax Free Saving Account (TFSA) is a great savings vehicle available to Canadian investors and an important part of your overall investment strategy. RRSP vs. TFSA. Many clients ask us whether it is better to save in an RRSP or in a TFSA. The easy answer is to max out your contribution to. The TFSA and the RRSP, if you can. How do I contribute to a TFSA? ScotiaMcLeod's TFSAs are full self-directed accounts (like your RRSP and non-regi...

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Managed Money Reporter | The Spiess McGlade Team - A sound approach to your future

News and Current Articles:. The Spiess McGlade Team. A sound approach for your future. Carl Spiess and Allan McGlade. Market volatility increases of late. The Spiess McGlade Team. A sound approach for your future. 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. Carl Spiess and Allan McGlade. Market volatility increases of late. Managed Money Reporter Newsletter. Online Access for Tax Slips.

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