KeatsConnelly - Cross Border Wealth Management

Description

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.

Headquarters:
United States

Investment Management

Speciaties:

Cross Border Wealth Management Estate Planning US and Canadian Tax Planning and Preparation Investment Management (US and Canada) Immigration Planning Canadians moving to the US

View Employees

Brad L Reichert, MBA, CFA, CFP®, ChFC, CLU
Cross-Border Financial Planner (US-Canada) at KeatsConnelly
Karen Rogers Sim
Senior Tax Associate, US - Canada Cross Border Taxation at KeatsConnelly - Cross Border Wealth Management
Barbara Madden
Marketing Administrator at KeatsConnelly

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