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Robert Keats
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Work Experience
Jan 1990 - Present · 34 years and 11 months
Owner And Founder
Sep 1990 - Present · 34 years and 3 months
Principal Owner
Jan 1990 - Present · 34 years and 11 months
Director
Apr 2009 - Present · 15 years and 8 months
Company Details
KeatsConnelly is the largest cross-border wealth management firm in North America that specializes in assisting Canadians and Americans in realizing their dreams of a cross-border lifestyle. KeatsConnelly provides advice on how Canadians can move, work or invest in the US. More specifically, we provide advice on how to effectively move across the border, reduce the Canadian exit tax, what to do with your RRSPs, cross-border estate planning, investment management, US-Canada tax planning and preparation; all to improve your cross-border lifestyle. KeatsConnelly has a subsidiary in Canada that provides portfolio management in Canada (BC, AB and ON). For more information go to www.keatsconnelly.ca. KeatsConnelly also has a subsidiary called Cross Border Tax & Accounting to provide US and Canadian tax planning and preparation. Go to www.cbta.net for more information. Our offices are in Phoenix, Arizona, Boynton Beach, Florida and Calgary, Alberta Canada. The firm's fee-only compensation model enables the company to maintain its philosophy of promoting clients' best at all times, while avoiding any potential conflict of interest with commissions.
Year Founded
1990
Social Media
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Industry
Investment Management
HQ Location
3336 N. 32nd Street Suite 100 Phoenix, Arizona 85018, US
Keywords
Cross Border Wealth ManagementEstate PlanningUS and Canadian Tax Planning and PreparatioInvestment Management (US and Canada)Immigration PlanningCanadians moving to the US
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