KeatsConnelly President – Bob Keats, CEO – Dale Walters and Senior Planner – Brad Flecke, quoted in the December 23, 2010 edition of the Financial Post.

KeatsConnelly president and author of The Border Guide, Bob Keats, quoted in the December 17, 2010 edition of the Phoenix Business Journal.

KeatsConnelly Senior Investment Office, Peter Eickelberg, was quoted in the December 17, 2010 edition of the Phoenix Business Journal.

KeatsConnelly president and author of The Border Guide, Bob Keats, quoted in the November 25, 2010 edition of the Globe and Mail.

CONTACT: ALISON BAILIN ABAILIN@HMAPR.COM twitter.com/abailin FOR IMMEDIATE RELEASE KeatsConnelly, a wealth management firm that assists Canadians and Americans in realizing their dreams of a cross-border lifestyle, is pleased to announce that its chief executive officer and partner Dale Walters, CPA, PFS, IACCP, CFP™, has been named president of the All Star Financial Group, a national [...]

CONTACT: ALISON BAILIN ABAILIN@HMAPR.COM (800)678-5007 FOR IMMEDIATE RELEASE KeatsConnelly, a wealth management firm that assists Canadians and Americans in realizing their dreams of a cross-border lifestyle, has expanded its services to offer cross border tax planning for citizens of both the United States and United Kingdom living, investing and/or working in both countries. “For us, [...]

CONTACT: ALISON BAILIN ABAILIN@HMAPR.COM FOR IMMEDIATE RELEASE KeatsConnelly, a wealth management firm that assists Canadians and Americans in realizing their dreams of a cross-border lifestyle, has appointed Barbara Madden to marketing administrator. In her new role, Madden will be responsible for marketing, business development and oversight of public relations efforts for the firm’s offices nationwide. [...]

CONTACT: ALISON BAILIN abailin@hmapr.com twitter.com/abailin FOR IMMEDIATE RELEASE KeatsConnelly, a wealth management firm that assists Canadians and Americans in realizing their dreams of a cross-border lifestyle, has appointed Courtney J. Miner to tax preparer. Miner joined the firm in 2006 and most recently worked as a tax associate and bookkeeper for the firm. She obtained [...]

KeatsConnelly, a wealth management firm that assists Canadians and Americans in realizing their dreams of a cross-border lifestyle, has been named one of the top wealth management firms in the country by Wealth Manager Magazine, as part of its 10th Annual Top Wealth Manager (formerly “Top Dog”) Report. The firm has been honored each year since the list’s inception.

KeatsConnelly, a wealth management firm that assists Canadians and Americans in realizing their dreams of a cross-border lifestyle, has been named a winner of the 2010 Alfred P. Sloan Award for Business Excellence in Workplace Flexibility, distinguishing the employer as a leading practitioner of workplace flexibility in Arizona and across the nation. It is the firm’s third consecutive year earning the honor.

Featured Articles: Changes to the Canada Pension Plan (CPP); Audits: Good News Bad News; Buying Real Estate in the US: A Guide for Canadians; KeatsConnelly Phoenix Goes Solar, plus details on upcoming cross-border seminars in Edmonton and Calgary. 2010 Fall E-Update Newsletter (PDF)

KeatsConnelly, a wealth management firm that assists Canadians and Americans in realizing their dreams of a cross-border lifestyle, is pleased to announce that as part of its 20th anniversary celebration it has gone green by installing solar panels across its roof, reducing its power consumption by 58.8%. The entire solar program is tied to a computer system and is backed up by a natural gas generator.

Pre-existing Conditions Eliminated Ahead of 2014 Law Change One feature of the new US health care law should be welcome news for Canadians: the elimination of pre-existing condition clauses in US health insurance policies.  For years, these clauses have prompted some Canadians with health concerns to set aside plans for US residency or retirement in [...]

The Financial Planning Standards Council of Canada conducted a study that questioned 7,838 English speaking Canadians to determine if financial planning was valuable.

After almost a year of debate, the President signed into law a new health care bill, achieving his goal of a broad reform of the US health care system. Health care reform will offer our clients a mixed bag of opportunities and challenges.

KeatsConnelly is pleased to announce that its own Virginia E. Dhondt, has been named president of the Financial Planning Association of Greater Phoenix.