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Moving to the US?
Canadians usually feel at home in the United States because our two nations’ social and cultural institutions are so similar but the complexities associated with moving to the US are far greater than most people can even imagine. KeatsConnelly can help every step of the way!
Moving to Canada?
Americans usually feel completely at home in Canada but the complexities associated with moving to Canada, whether for the first time or just a returning Canadian, are far greater than most people can even imagine. KeatsConnelly can help every step of the way!
Services Tailored to your Cross Border Lifestyle
Our services help guide you through the complexities of living a cross-border lifestyle.
Enriching your Lifestyle
KeatsConnelly goes above and beyond your expectations to provide you complete cross-border wealth management services to grow your wealth and enrich your lifestyle.
Cross-Border Financial Planning
Being one of the most experienced cross-border financial planning firms 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.
KeatsConnelly Private Client Services
Our Private Client Services are comprehensive and personal services for individuals and families looking for access to expert cross-border professional services in financial planning, tax and accounting, and wealth management.
Save with Tax Planning
The team at KeatsConnelly works with legal and accounting firms to plan to successfully reduce your tax liability in the US and Canada to support your cross-border lifestyle with effective and tested tax strategies.
Investment Management
We realize that you are concerned with protecting your existing wealth, earning a reasonable return, keeping taxes low, and receiving unbiased advice.
