Our Team
 
Shay (Shy) Keil, BA, MBA, PFP

Senior Wealth Advisor
Director, Wealth Management

Shay KeilShay (pronounced “Shy”) joined the Scotiabank Group in 1991 and has held increasing roles throughout the organization over the years. He has been recognized by ScotiaMcLeod with many honours including the National Rookie of the Year award in 2004 and ScotiaMcLeod Austin Taylor Award in 2010. In addition, in 2008 Shay formed the Keil Investment Group within ScotiaMcLeod.

Beyond work, Shay is very active in the sporting activities of his wife and two children and he enjoys skiing and golfing. Shay is also spends considerable amounts of time working with charities – both of his time and money. In addition, Shay sponsors several charitable events throughout the year.

 
Vilma Castellani, BA Econ

Senior Associate

Vilma CastellaniVilma has been in the investment industry since 1993 and has been with ScotiaMcLeod since 2003. As an associate with the Keil Investment Group, she is fully licensed to advise clients on specific investment recommendations as well as overall portfolio construction. In addition, as one of our insurance specialists, she is fully licensed to work with our individual and corporate clients on various insurance solutions using any of the largest insurance carriers.

 
Stephanie Godoy

Senior Associate

Stephanie AlburyStephanie has been with the Scotiabank Group since 2004 and joined ScotiaMcLeod in 2011. As a senior associate with the Keil Investment Group, she is fully licensed to advise clients on specific investment recommendations as well as overall portfolio construction.

 
Cheryl Lafleur

Administrative Associate

Cheryl LafleurCheryl has been in the investment industry since 1996 and with ScotiaMcLeod since 2012. Cheryl oversees administrative operations focusing on client service and account administration.

 
Jacqueline Knowles, CFP

Senior Financial Planning Consultant

Doreen GregsonJacqueline has been providing financial planning solutions to clients with complex needs for over nine years.  Leveraging the strength of the team, she follows a structured process to discover all aspects of your financial picture.  Jacqueline will create a customized plan that will outline specific strategies to attain your financial goals.

 
Monique Trépanier

Estate & Trust Consultant
The Bank of Nova Scotia Trust Company 

Monique TrepanierMonique provides tailored estate and trust solutions for clients, who benefit from customized, tax-efficient strategies that align their investment, retirement, philanthropic and estate plans to help ensure financial well-being into the next generation. She is focused on helping affluent clients build, preserve and transfer their wealth, creating total wealth management strategies that incorporate investment management, estate and trust services and private banking.

 
Anthony Windeyer, CFP, CLU, CHS, TEP

Insurance Consultant
Scotia Wealth Insurance Services Inc

Susan-Lee HalaburdaAnthony brings over twenty years of experience and complements the team by providing fully integrated insurance strategies for building, preserving and protecting wealth.  He customizes solutions for clients that minimize tax, enhance income, manage risk and create a legacy based on short-term and long-term goals.

 
Tricia McIver, CA, CFP, TEP

Business & Family Wealth Specialist
Business & Family Advisory Services

Tracia McIverTricia advises highly accomplished business owners and investors on the matters and challenges success and wealth often bring. Her background is steeped in the family enterprise experience accumulated over her engagement as a tax practitioner, a trusted advisor in the insurance industry and in directing a wealth planning practice in the investment industry. Through this unique experience, Tricia’s work reflects her ability to consider issues from a multitude of perspectives. Committed to the belief that proposals must be responsive to a client’s needs, her recommendations are predicated on three principals: relevance, practicality and measurable value.

 
Gagan Grewal

Private Banking Director and Team Lead
The Bank of Nova Scotia

Gagan GrewalGagan is an expert in crafting custom credit solutions and providing access to capital through the leverage of clients’ existing assets and investment portfolios. Gagan and his team take pride in assisting their clients grow wealth; they also endeavor to provide a high level of personalized client banking service to save clients time and reduce their overall financial risk.

 
 
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