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.