2018 - Tax Strategies for Successful Business Owners and Professionals
In this interactive session you will learn about Individual Pension Plan (IPP)- how business owners can do more than just RRSP for their retirement plan. You will also learn the federal government rules and top strategies from experts on the new $50,000 Passive Corporate Income Tax.
Learn valuable tips that you can apply in your business immediately at this presentation by Shay Keil and Anthony Windeyer from Scotiabank.
Date: May 31
Time: 4:15pm - 5:15pm
Venue: Hilton Vancouver Metrotown (Waterford Room)
Cost: Free to attend
Register: Limited seating -- first come, first served
About the Presenters:
Shay (Shy) Keil | Director & Senior Wealth Advisor
Shay has been with Scotiabank since 1991. In that time, he has been exposed to many areas within Scotiabank, but got his start with investments in 1994. In 2001, Scotiabank asked Shay to move to ScotiaMcLeod to service Scotiabank’s top clients. Since moving to ScotiaMcLeod in 2001, Shay was awarded the distinguished “National Rookie of the Year” award in 2004 and has been ranked among the top 15% of advisors across Canada each and every year since 2005.
Shay is active in his community throughout the Lower Mainland. Shay is also a Major financial donor to a wide range of charities throughout the Lower Mainland and he also created an ongoing new scholarship at Kwantlen Polytechnic University to support aspiring business students requiring financial assistance.
Anthony has worked in the financial planning industry for over twenty years. This broad understanding of financial planning products and strategies combined with his many years of experience allows him to seamlessly integrate insurance product solutions that greatly enhance clients overall financial situation.
Anthony Windeyer | Senior Advisor
Anthony believes that helping our clients with their insurance needs is a sacred trust.
His goal is to always provide our clients the very best in the way of advice, service, and insurance related product solutions, available anywhere in the financial services industry today.