Managed Money Reporter Newsletter — Issue 288, November 2015

Editors: Carl Spiess & Allan McGlade

Featured Articles

New Brand Name — Your Same Advisors — Expanded Resources

Carl Spiess

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

Scotia Wealth Management Logo

As of November 16, 2015, several of our wealth management businesses, including ScotiaMcLeod®, a division of Scotia Capital Inc., began to operate under a new global brand: Scotia Wealth Management™. This new brand is designed to bring together our array of financial services to address the entirety of your financial life — your family, your business, your future — one facet at a time. All of our wealth specialists will continue to work together under the new Scotia Wealth Management brand to offer you even greater access to our entire team.

We want to assure you that this brand change does not affect the accounts or services you have with us, or your relationship with our team. We will continue to be part of ScotiaMcLeod under the new Scotia Wealth Management brand. ScotiaMcLeod is rich in history and has an outstanding reputation for client satisfaction. This commitment forms the cornerstone of our new brand.

In addition, should you have insurance products or services with us, you will notice that upon the official launch of the Scotia Wealth Management brand, ScotiaMcLeod Financial Services Inc. will change its legal name to Scotia Wealth Insurance Services Inc., and will operate under the new Scotia Wealth Management global brand.

As always, thank you for your business and ongoing trust. If you have any questions please do not hesitate to contact our team.


Financial Planning Week

Financial Planning Week

Now in its seventh year, Financial Planning Week is part of an ongoing effort to promote financial well-being for all Canadians.

The FPSC establishes and enforces professional standards in financial planning through the Certified Financial Planner (CFP) designation, which provides assurance to Canadians that the design of their financial future rests with an appropriately qualified professional. If seeing the advertising has reminded you that you have been wanting to initiate or update your financial plan, now is a the time to contact us.

Visit the website at:


Recommended Reading

The Autumn edition of Investment Portfolio Quarterly provides insightful perspectives on the volatility we've seen over the last several months. Here are some of the highlights:

  • Scotiabank Economics' Frances Donald and Derek Holt review thoughts on the Fed not hiking the interest rate and if the Fed was fearing a stock market reaction.
  • ScotiaMcLeod Portfolio Advisory Group's Tara Quinn and Chelsea Campbell review the most frequently asked questions on rate reset preferred shares.
  • In conclusion, ScotiaMcLeod Portfolio Advisory Group's Warren Hastings, Caroline Escott, and Andrew Mystic provide their quarterly review and commentary on the performance of the Guided Portfolios.

We hope you enjoy the Autumn 2015 version of IPQ — please contact us with any questions.


Team News — Brenda Cordeiro on Breakfast Television

Brenda on Breakfast Television

Brenda Cordeiro is coming up on 22 years working with the Spiess McGlade team. What a milestone! We thank Brenda for her dedication to our clients by keeping the inevitable paperwork moving. And we especially appreciate Brenda's eternally optimistic demeanour, both on the telephone with clients and with us in the office.

It was fun a few weeks ago when Brenda was randomly approached for a quick on the street video chat with Breakfast Television. You have to sit through a commercial, but you can see Brenda making new friends at:


Recommended Link of the Month

Scotia Wealth Management website

Naturally, our recommended site of the month is the newly expanded Scotia Wealth Management site.

Learn more about how ScotiaMcLeod fits into an expanded wealth offering for you under "All Services".



Contact Us

T.  416.863.RRSP (7777)
F.  416.863.7479

ScotiaMcLeod is a division of Scotia Capital Inc., member of CIPF.

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® Registered trademark of The Bank of Nova Scotia, used under licence. ™ Trademark of The Bank of Nova Scotia, used under licence. Scotia Wealth Management™ consists of a range of financial services provided by The Bank of Nova Scotia (Scotiabank®); The Bank of Nova Scotia Trust Company (Scotiatrust®); Private Investment Counsel, a service of 1832 Asset Management L.P.; 1832 Asset Management U.S. Inc.; Scotia Wealth Insurance Services Inc.; and ScotiaMcLeod®, a division of Scotia Capital Inc. ("SCI"). Wealth advisory and brokerage services are provided by ScotiaMcLeod, a division of SCI. Insurance services are provided by Scotia Wealth Insurance Services Inc., the insurance subsidiary of SCI. When discussing life insurance products, ScotiaMcLeod advisors are acting as Life Underwriters (Financial Security Advisors in Québec) representing Scotia Wealth Insurance Services Inc. SCI is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.

The Spiess McGlade Team is a personal trade name of Carl Spiess and Allan McGlade.