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Your ScotiaMcLeod Advisor
Shay (Shy) Keil
BA, MBA, PFP, Associate Director, Wealth Management
Senior Wealth Advisor
- Phone (604) 535-4736
- Fax (604) 531-0227
- Email shay_keil@scotiamcleod.com
"I design financial solutions uniquely tailored to established individuals and corporations and I am an Individual Pension Plan specialist."
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Click here to visit our website www.keilinvestmentgroup.com
I joined the Scotiabank Group in 1991 and moved to ScotiaMcLeod as a Financial Planner in 2001. In addition to working with many individual clients, my practice has also expanded to handling the financial planning needs of companies with specific emphasis on Individual Pension Plans, Retirement Compensation Arrangements and other tax strategies for incorporated businesses. - Investment Philosophy and Process Worthwhile goals take time and planning to reach. To bring my clients' long-term goals closer, I help them analyze their current financial situation and create a consolidated, cohesive financial strategy. Over time, I work with them to implement strategies to take care of their investment, income and asset protection, will and estate planning, banking, and borrowing needs. On a regular basis, I review the progress my clients are making towards their goals and make whatever adjustments are required to their overall plan.
- Service Approach My long-term approach to investment planning also extends to my client relationships with an emphasis on building relationships for life. I`ve helped my clients implement and maintain customized plans that recognize their evolving financial situations, through one-on-one meetings, regular reviews, and ongoing personal advice. I draw on the depth of resources of ScotiaMcLeod and Scotiabank to offer a full range of financial services to my clients.
- Trusted Advice
Trusted advice is the cornerstone of my business. The industry-leading expertise and personalized solutions I deliver to my clients are the basis of that trust, and of our mutual success.
Total Financial Solutions: I am backed by a team of specialists within ScotiaMcLeod, as well as from Scotiabank and Scotia Private Client Group. This allows me to access the required expertise to provide my clients with a comprehensive financial strategy that addresses all of their needs and goals. - Mailing Address
1676 Martin Drive
Suite 100
White Rock BC V4A 6E7
- Additional Team Members:
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Vilma Castellani, BA Econ
Investment Associate
(604) 535-4745
vilma_castellani@scotiamcleod.com
Stephanie Albury
Administrative Assistant
(604) 535-4701
stephanie_albury@scotiamcleod.com
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Vilma Castellani, BA Econ
- Business Links: ScotiaMcLeod is not responsible for external websites linked to/from ScotiaMcLeod.com.