Blog Archives

Wayne Tibbetts: Director of Tax Services

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Sally Taylor: Director of Financial Planning

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Peter Eickelberg: Senior Investment Officer

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Dale Walters: Cross-border Literature from KeatsConnelly

Dale Walters discusses the publications and literature from KeatsConnelly.

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Intro Video: A Canadians Best Tax Haven: The US

Robert Keats the founder and president of KeatsConnelly, the largest cross-border wealth management firm in North America, discusses his latest book titled “A Canadians Best Tax Haven: The US, Take Your Money and Drive” helping Canadians and Americans realize their

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Robert Keats on the Morning Scramble with Pat McMahon

Robert Keats founder of KeatsConnelly, shares what you can expect from his new book – A CANADIAN’S BEST TAX HAVEN: THE US / Take your Money and DRIVE! – with Pat McMahon on the Morning Scramble.

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Why attend a KeatsConnelly Seminar?

Robert Keats, founder of KeatsConnelly, speaks in front of an audience about US/Canadian Cross-Border Financial Planning. To learn more or find a seminar in your area visit

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A KeatsConnelly Seminar: What to Expect

Robert Keats, from KeatsConnelly explains who should attend a cross-border seminar and what steps will be taken to ensure a more enriching lifestyle for those who do.

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Dale Walters introduces new book

Cachet Homes presents Dale Walters, from KeatsConnelly, as he introduces his new book: Buying Real Estate in the US.

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Dale Walters: Buying Real Estate in the US

Dale Walters, from KeatsConnelly, explains why you should purchase his new book: Buying Real Estate in the US and why you should attend his seminars.

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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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