KeatsConnelly, ULC is now approved to perform portfolio management services for accounts and residents in British Columbia, Alberta and Ontario. KeatsConnelly, ULC is the Canadian subsidiary of KeatsConnelly, the largest cross-border wealth management firm in North America that specializes in assisting Canadians and Americans realize their dreams of a cross-border lifestyle.
Through KeatsConnelly, ULC we are able to manage registered and nonregistered accounts in those three provinces. We will be offering investors the same high value, low cost solutions we have provided in the US for the past 23 years. Click here for a comparison of US and Canadian Mutual Fund Fees and click here to read about the KeatsConnelly Difference.
Our office in Calgary opened in May 2012 for the convenience of our existing clients. The office is located at the Bankers Hall, West Tower 10th Floor, 888-3rd Street South West, Calgary, AB T2P5C5. The local phone number is (403) 290-0026, or you can call us toll-free at 800-678-5007.
Through KeatsConnelly and its subsidiaries, we offer a full range of wealth management services, including cross-border financial planning, US and Canadian tax return preparation and portfolio management.