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)