With over 25 years of experience as the largest cross-border wealth management firm in North America specializing in helping Canadians and Americans live a cross-border lifestyle, we guide you through the complexities of living a cross-border lifestyle. Whether you are moving to the US, moving to Canada, selling a business, buying a home or just want to be able to spend more time in either country – we can help. With offices in Phoenix, Arizona, Boynton Beach, Florida, and Calgary, Alberta our team of cross-border multidiscipline professionals use a comprehensive financial planning approach to provide an integrated approach to identifying and addressing the complexities of a cross border lifestyle. We work closely with you to learn about your unique situation and strive to build a long-term relationship in an effort to enhance your cross-border lifestyle.
Our approach uses the five basic steps of financial planning: data gathering, setting goals, creating a plan, implementation, and monitoring and reassessment. Most importantly, we provide an integrated and coordinated service for tax planning/ preparation, investment management, estate planning, retirement planning and risk management delivered through your advisory team. An advisory team is typically made up of a senior planner, staff planner, tax professional, investment professional and paraplanner.
KeatsConnelly also offers trust and custodial services from National Advisors Trust Company, an independently owned federally chartered trust company with assets exceeding $10 billion. As part of our cross-border planning, we may also provide advice on immigration options, if needed. This approach and coordination takes into account the laws, rules and regulations in the US and Canada so as to use the best of both countries in an effort to benefit you and your family.