About Us

Founded in 1990, KeatsConnelly is the largest cross-border wealth management firm in North America that specializes in helping Canadians and Americans realize their dreams of a cross-border lifestyle. We assist Canadians and Americans who live, work and play on both sides of the border in reaching their goals.

We provide cross-border tax, financial planning and investment management services that protect your assets and those of your family. Our personalized professional advice will help you enjoy a more enriching cross-border lifestyle.

We work with you to determine and achieve your 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.

Our expert, multi-disciplinary team is the key to our success. We keep up with the latest information on both sides of the border and work together to determine your best course of action. Then we work with you to successfully implement the chosen course.

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

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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Upcoming Workshops
2018 - Phoenix, AZ
2018 - Rancho Mirage, CA
2018 - Naples, FL
2018 - Delray Beach, FL
2018 - Ft. Lauderdale, FL

WORKSHOP/SEMINAR DETAILS »