KeatsConnelly is committed to exploring and implementing improvements that will help us exceed our clients’ expectations.
We have recently added a dedicated Cross-Border Team to focus on the unique services we provide to assist our clients with customized cross-border strategies for moving between the US and Canada. While we have always provided cross-border services, we formerly had single disciplinary professionals, usually financial planners, handle the various financial and tax complexities of a client’s cross-border relocation. This new team approach allows for a multidisciplinary team to dedicate themselves to this service.
In addition, we recently streamlined our tax services to ensure that our international tax professionals are dedicated solely to the KeatsConnelly clients — so that their complicated tax needs are addressed through deep expertise in international taxation.
Our talented and experienced financial professionals have many areas of expertise and designations. Several of the team members are cross-trained across professional specialties, and across the US and Canada, to be able to pinpoint financial opportunities for our clients — Canadians and Americans who live and work across our shared border.
We continue to ensure that we apply rigorous disciplines in financial planning, investment, tax, and our cross-border services, while also ensuring that these services are properly aligned to help our clients achieve their overall financial success.