Founded in 1990, KeatsConnelly is the largest cross-border wealth management firm in North America specializing in helping Canadians and Americans realize their dream of a cross border lifestyle. We assist Canadians and Americans live, work and play on both sides of the border based on their specific needs and goals.

We provide cross-border tax, financial planning and investment management services that protect client assets and families. Our personalized professional advice offers our clients greater enrichment of their cross-border lifestyle.

We work with individuals and families determine and achieve their financial and life planning goals through a comprehensive financial planning process. We are an independent and trusted financial counselor, providing personalized service with uncompromising integrity.

Meet our team, read about our mission and vision and learn more about KeatsConnelly Private Client services and other cross-border services.