Shay "Shy" Keil - Senior Wealth Advisor, Scotia Wealth Management

06/19/2025

Campaign Results are in: our “like” campaign was a huge success and we were joined by the Schneider family at BC Children's as we presented our cheque for $62,360 to Matthew Boydston VP and CFO BC Children's Hospital Foundation and Dr Sanatani from Cardiology. This brings our 4 year cumulative campaign for BC Children's Hospital Foundation to $286,510.

Our campaign was simple. Just “like” the post that we posted on May 15th and for every “like”, we donated $10 and we matched all online donations.

We asked for your help and you came through with amazing support.

We dedicated this year’s campaign to Hannah Schneider who has received lifesaving support from BC Children's Hospital Foundation. Thank you to her parents Jason Schneider and Jennifer Schneider for joining us yesterday as well as brother Holden Schneider.

Joined by my team Angela Wadsworth, CFA BComm Joshua Gibney, CFP® Stephanie George and Vilma Castellani.

Thank you so much for all of your support.

Until next year!!

Shay "Shy" Keil - Senior Wealth Advisor, Scotia Wealth ManagementShay Keil@stephanie georgeVilma CastellaniAngela Wadsworth Wadsworth

09/12/2024

Preferred Shares 5.2% || GIC Rate 4.2%
***Better rates MUCH lower tax ***

Tax Really Matters - we have had many calls asking us about GIC rate options given that rates are falling. If you have not considered preferred shares, you should take a look.

The rates are better: 5.2% Preferred Shares vs
4.2% GIC

The tax rate is much lower - see the difference in the picture below.

If you have an investment portfolio of $500k or more and want to have some of your funds allocated to higher rates and lower tax (separate from stock market exposure), give us a call.

Shay (Shy) Keil 604-661-1461
[email protected]
keilinvestmentgroup.com

05/16/2024

scotiawealthmanagement.com

04/25/2024

This change to the capital gains rules is NO JOKE and is really going to hurt anyone who has worked hard to build up wealth.

It is not clear to me why Governments at all levels are looking to hurt the people who invest and innovate and create the employment that grows the Canadian Economy. (This is just me ranting!)

Having said that, there are actions you can take now to plan for this change but do not let Jun 24th 2024 come and go without exploring how this will impact you. June 25th is when these changes come into effect.

If you have an investment portfolio - this will affect you

If you have rental properties - this will affect you

If you have a trust or a corporation - this will affect you

If you have done estate planning to pass assets to the next generation - this will affect you.

Our team specializes in all aspects of financial/estate/tax planning and we are here to answer your questions about this major change to the tax rules for capital gains and how to deal with it.

http://ms.spr.ly/6049YBTLx

enrichedthinking.scotiawealthmanagement.com

02/15/2024

***“Like” this post = $10 will go to BC Children's Hospital Foundation ***

3rd Annual BC Children’s Hospital Campaign.

All you need to do to support this campaign is “like” and “share” this post.

1st Year - we raised over $50k
2nd Year - we raised over $100k
[overr $150k combined]

3rd Year - help us surpass $200k

To find out why we are running this campaign, for additional details or to make a donation, please visit www.keilinvestmentgroup.com

Shay "Shy" Keil - Senior Wealth Advisor, Scotia Wealth Management

10/25/2023

Join us for this live webinar. Register at www.keilinvestmentgroup.com

10/19/2023

Are you concerned about recent declines? We just hosted a 10 minute webinar and the recording is now available for you to watch.

https://www.brainshark.com/scotiawealth/vu?pi=zH1zDNJ3lzeHuMz0

Just click and watch.

We guide clients in achieving their financial goals, cash flow needs and tax smart investing.

11/22/2022

Clients of mine are pleasantly surprised to hear that even though the limit is $6000 (will be $6500 in 2023), often we are allowed to put more into the tfsa than amount each year. If you are curious to know more about our tfsa strategy, send me a message and I'll share.

www.advisor.ca

11/09/2022

Thank you, Globe and Mail, for honouring me with this award.

If you ever have discussions with your financial advisor and it feels like the same-old guidance you have always been getting, please connect with us. We would love to show you how different we are.

https://keilinvestmentgroup.com/

We guide clients in achieving their financial goals, cash flow needs and tax smart investing.

10/29/2022

Some pictures of my team and my daughter Tali Keil together with Malcolm Berry CEO of BC Children's Hospital Foundation as we presented our cheque to BC Children's Hospital Foundation after our 2nd annual 30/30/30 campaign.

30 - my 30 years+ with Scotiabank
30 - goal of raising $30,000+
30 - by Sept 30th

We donated $10 for every “like”
We matched online donations.

With your help, we crushed our target to make a real difference in our community

Thank you so much for your support.

Thank you also to my team:

Angela Wadsworth
Vilma castellani
Claire Brinkworth
Lydia Leung

10/27/2022

Worried about market volatility? Let us share with you strategies to help earn more income. Call us today to learn more: 604-661-1461

https://keilinvestmentgroup.com/

We guide clients in achieving their financial goals, cash flow needs and tax smart investing.

10/26/2022

Results are in: today we presented a cheque (it was large) to BC Children's Hospital Foundation to end our 30/30/30 campaign:

30 - goal of raising $30k or more
30 - by Sept 30th 2022
30 - to mark my 30+ years with Scotia

We pledged $10 for each like and matched donations.

We received 1000’s of likes and many donations. Thank you everyone for your support and encouragement.