How We Help
Save with Tax Planning
Reduce Your Tax Burden Today and Tomorrow.
Cross-Border Real Estate
Live Comfortably on Either Side of the Border.
KeatsConnelly Private Client Services
Taking Great Care of You and Your Family.
Cross-Border Financial Planning
Plan Ahead to Optimize Your Financial Position.
KeatsConnelly provides management of your investment accounts based on your goals and needs of a cross-border lifestyle
Enriching your Lifestyle
Simplify and Enrich Your Cross-Border Life.
We protect your assets and family with expert and customized cross-border tax, financial planning and investment management services so that you can realize your dream of a Canada-US lifestyle.
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The Border Guide
The definitive cross-border financial tool for Canadians living, working and investing in the United States.
Buying Real Estate in the US
This thorough financial, tax, and legal guide will help snowbirds understand the process, and make informed investments south of the border.
A Canadian's Best Tax Haven:
This book will help you determine if a lifestyle choice that involves a climate with year-round golfing and sandy beaches is not only possible but can also save you money in the form of lower cost of living and lower income taxes.
Taxation of Canadians in America
This book addresses individual US taxation and estate planning issues you will face as a Canadian living in the US.
How We Help
Private Client Services
Tax Planning and Preparation
Wealth Management Services
Moving to the US?
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Palm Springs, CA
Boca Raton, FL
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