Leslie J. Hamilton Joins KeatsConnelly

KeatsConnelly, an award-winning wealth management firm in West Palm Beach, Fla. that specializes in managing the complexities of accumulated wealth as well as US/Canadian cross-border planning, has named Leslie J. Hamilton its newest staff planner.

Hamilton, a Boynton Beach resident, will be responsible for helping clients manage the complexities of accumulated wealth as well as US/Canadian cross- border financial planning issues. A native of Canada  who is fluent in French, Hamilton obtained an undergraduate degree in economics from Concordia University in Montreal, an M.B.A. from Athabasca University in Athabasca, Alberta and a Graduate Certificate in Management from McGill University in Montreal. Hamilton formerly worked in Canada, where she was responsible for portfolio development and maintenance of long-term investments in mid market companies in Eastern Canada.

About KeatsConnelly

KeatsConnelly is a wealth management firm with offices in Arizona, Florida and Michigan. The firm specializes in managing the complexities of accumulated wealth and US/Canadian cross-border planning through an integrated approach including: financial, investment, tax, estate and business planning, as well as the detailed management of all financial records and accounts. Keats, Connelly and Associates’ fee-only compensation model enables the company to maintain its philosophy of promoting clients’ best interests at all times while avoiding any potential conflict of interest with commissions. For more information on KeatsConnelly, please visit www.keatsconnelly.com.

Related Downloads

Printer Friendly (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?
TRY OUR CROSS-BORDER FORUM »
Get Updates from Us
SIGN UP FOR E-UPDATES »