Meet the Team
Management Team
Robert Keats
- Master of Science in Financial Planning
- CERTIFIED FINANCIAL PLANNER™ (U.S. and Canada)
- Registered Financial Advisor (U.S.)
- Registered Financial Planner (Canada)
Dale Walters
- Certified Public Accountant
- Personal Financial Specialist
- CERTIFIED FINANCIAL PLANNER™ (U.S. and Canada)
John Rice
- CHARTERED FINANCIAL ANALYST®
- CERTIFIED FINANCIAL PLANNER™ (U.S.)
- Master in Business Administration
Wayne Tibbetts
- Certified Public Accountant
- Master of Science in Taxation
- Master of Business Administration in Accounting
Planning Professionals
Claudia Freeman
- CERTIFIED FINANCIAL PLANNER™ (U.S. and Canada)
- Master of Business Administration
- Certified Retirement Counselor (U.S.)
Barry Rabinowitz
- CERTIFIED FINANCIAL PLANNER™ (U.S.)
- Master of Business Administration
Sally Taylor
- Certified Public Accountant
- Personal Financial Specialist
Tax Professionals
David Levine
- Chartered Accountant
- Certified Public Accountant
Victoria Smith
- Juris Doctorate Concentrating in Business Law
- Certified Public Accountant (Arizona and Illinois)
Investment Professionals
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The Border Guide
9th Edition to Hit Bookstores - July 2008
Written by Mr. Robert Keats, our company's founder,
The Border Guide has sold over 70,000 copies and is considered the definitive cross-border financial tool for Canadians living, working and investing in the United States.
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