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Meet the Team

Management Team [Back to Top ↑]

Robert F. Keats
Founder and Chairman of the Board
  • Master of Science in Financial Planning
  • Certified Financial Planner™ (US and Canada)
  • Registered Financial Planner (Canada)
Cross-Border Books
The Border Guide
Now available in its 12th 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.

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