Our services only keep getting better!

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.

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?

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