Mission and Vision

 

Our Mission – Why We Exist

Our mission is to help individuals from the U.S. and Canada determine and achieve their financial and cross-border lifestyle goals through our role as independent and trusted financial counselors who provide personalized service with uncompromising integrity.

Our Vision Statement – What We Strive For

Our vision is to enrich the lives of our clients and our people and to have a positive impact on our community, profession, and workplace. In living our vision we will be the best wealth management firm in North America.

Our Values – What We Stand For

  • We place our clients’ interests above all else.
  • We instill peace of mind in our clients through the financial planning process and by providing advice that is second to none in our industry.
  • We communicate frequently and proactively in a manner that allows clients to understand their situation, our advice, and the reasons behind our advice.
  • We make our community a better place to live by maintaining the highest ethical and moral standards in conducting our business, and by being active, individually and as a company, in community activities.
  • We improve our profession through our conscientious and quality business practices, involvement in our professional societies and meetings, and matchless reputation for quality of work and professionalism among our peers.
  • We help our employees reach their professional and personal goals through a harmonious and productive workplace that leverages technology, professional and interpersonal skills.
  • We treat all of our clients and employees with integrity, respect and concern for their personal and professional lives, so that they are proud to be associated with KeatsConnelly.
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?

Crossing the Border?
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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 »