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
Shay "Shy" Keil - Senior Wealth Advisor, Scotia Wealth Management
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We guide clients in achieving their financial goals, cash flow needs and tax smart investing.
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
Tax planning considerations for the 2024 Federal Budget proposed capital gains inclusion rate increase 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
2024 Federal Budget summary enrichedthinking.scotiawealthmanagement.com
***“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
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.
Shay "Shy" Keil - Senior Wealth Advisor, Scotia Wealth Management 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.
CRA announces TFSA limit for 2023 | Advisor's Edge www.advisor.ca
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/
Shay "Shy" Keil - Senior Wealth Advisor, Scotia Wealth Management 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
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