Dale Walters Names One of America’s Top Financial Planners

Dale Walters, CEO of KeatsConnelly, a wealth management firm specializing in managing the complexities of accumulated wealth and US/Canadian cross-border planning, has been named one of the “Top Financial Planners in America” by the Consumers’ Research Council of America.

Consumers’ Research Council of America is an independent research company based in Washington, D.C., that evaluates professional services throughout America. The selection process is based on a point system that awards points for education, years in practice, and affiliations with professional associations and organizations. No fees, sponsorships, donations or advertising are accepted from financial planners, CPA’s or any financial institution to insure an unbiased selection.

Related Downloads

REL-Top Financial Planner.pdf

Posted in In The News
Cross-Border Series
The Border Guide
Now available in its 11th edition, The Border Guide has sold over 80,000 copies and is considered the definitive cross-border financial tool for Canadians living, working and investing in the United States.
A Canadian's Best Tax Haven
This book will show you how to realize your dream of living a lifestyle in a climate that allows for year-round golfing and sandy beaches while lowering your taxes and cost of living.
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.
Taxation of Americans in Canada
US citizens and green card holders are subject to US tax regardless of where they reside in the world. Are YOU at risk?

Crossing the Border?
Get Updates from Us