Founded in 1990, KeatsConnelly is the largest cross-border wealth management firm in North America that specializes in helping Canadians and Americans realize their dreams of a cross-border lifestyle. We assist Canadians and Americans who live, work and play on both sides of the border in reaching their goals.
We provide cross-border tax, financial planning and investment management services that protect your assets and those of your family. Our personalized professional advice will help you enjoy a more enriching cross-border lifestyle.
We work with you to determine and achieve your financial and life planning goals through a comprehensive financial planning process. We are an independent and trusted financial counselor, providing personalized service with uncompromising integrity.