Cross-border Wealth Management firm
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.
Keywords: cross-border, tax, financial planning, immigration, wealth management, investments
Interview Q&A
How long have you been in business?
Since 1990
What is your primary product or service?
Cross-border (US-Canada) Wealth Management. We help wealthy Canadians looking to move to, or invest in the US. We provide a comprehensive cross-border financial plan, prepare both US and Canadian tax returns and provide US and Canadian investment management.
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
The founder, Bob Keats worked in the Canadian oil fields advising US engineers about their cross-border issues. Eventually Bob was transferred to the US where he worked with Canadian engineers. In 1992, he wrote The Border Guide, which is now in its 10th edition.
How do you differentiate yourself from other businesses in your category and area?
We are the largest and most experienced cross-border wealth management firm in North America. The professionals at KeatsConnelly have written five books on the subject.
How many locations do you have and do you have plans to expand?
We have locations in Phoenix, Arizona, Boynton Beach, Florida, and Calgary, Alberta Canada.
Provide detailed directions to your location
See our website for directions. www.keatsconnelly.com
What type of payments do you accept?
Cash, PayPal, direct debit from portfolio, and checks.
Which areas do you service?
All of the US and Canada. Canadian investment management is currently limited to the provinces of BC, AB and ON.
Who owns your company or runs daily operations?
Dale Walters is the CEO and Robert (Bob) Keats is the founder and President.
What are your hours of operation?
7:00 to 5:00 Monday through Friday
What is the best compliment anyone can give you?
That we helped them achieve their goals.
Dale Walters on 5/8/2013 7:06:59 PM
Contact KeatsConnelly:
