We are the largest and most experienced Canada-US cross-border wealth management firm serving Canadian and American citizens and families with life and business interests on both sides of the border. Our Private Client Services can be an excellent fit for the needs of high net worth Canadians and Americans.

The goal of our expert cross-border and multi-discipline team is to simplify and enrich the lives of Canadians and Americans living or working in both countries.

We provide unique, personal and effective cross-border tax, financial planning and investment management services that are designed to protect client assets and families. Through our specialized and customized professional advice, we offer you greater access to living your best life on both sides of the border.

We help you determine and achieve your financial and lifetime goals through a comprehensive financial planning process. We are an independent and trusted financial counselor, providing personalized service with uncompromising integrity.

Learn more about KeatsConnelly Private Client Services and our cross-border services by reading more on our website and contacting us today.