Cross-Border Services

Being the largest and most experienced cross-border financial planning firm serving Canadian and American citizens and families allows KeatsConnelly to deliver precisely the right skills and resources to help you achieve your optimum cross-border lifestyle.

Whether you need tax planning and accounting, real estate assistance, financial planning or wealth management, we support you with high quality professional services that enrich and protect the lives of you and your family.

Our cross-border services connect you directly with the expert cross-border professionals who can help you with a plan that protects your assets and family.

Contact us today to determine which of our services are right for you »

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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