Cross-Border Real Estate and Wealth Management

About KeatsConnelly

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.

To view videos with expert advice from KeatsConnelly Cross-Border Financial, click here.

Keats Connelly - Robert Keats
  • ROBERT KEATS, CFP®, RFP, MSFP/ PRESIDENT
    [email protected]
  • Master of Science in Financial Planning
  • Certified Financial Planner™ (US and Canada)
  • Registered Financial Planner (Canada)
  • NAPFA – Registered Financial Advisor

Bob is a founder and President of KeatsConnelly. Since 1976, he has been helping clients manage the complexities of US/Canadian cross-border planning when they are considering permanent or seasonal moves across the border. He is the author of two books, The Border Guide and A Canadian’s Best Tax Haven: The US. Bob is a frequent speaker in Canada and the US. Accountants, as well as Estate Planning and Elder Care attorneys often call upon him for his expertise.

Cross-Border Series
Keats Connelly - Taxation of Canadians in America

Taxation of Canadians in America

This book addresses individual US taxation and estate planning issues you will face as a Canadian living in the US.

Keats Connelly - Dale Walters
  • DALE A. WALTERS/ CHIEF EXECUTIVE OFFICER
    [email protected]
  • Certified Public Accountant
  • Personal Financial Specialist
  • Certified Financial Planner™ (US and Canada)
  • NAPFA – Registered Financial Advisor
  • Investment Adviser Certified Compliance Professional (IACCP®)

Dale is a partner and CEO of KeatsConnelly. Serving clients for over thirty years, Dale was twice named one of the top financial advisors in the US by Mutual Fund Magazine, and has led the firm to numerous awards, including being named one of Arizona’s Most Admired Companies, Phoenix Chamber’s Impact award for Company Culture, the Alfred P. Sloan award for Workplace Flexibility and the Better Business Bureau award for Ethics. He is a frequent speaker on US-Canada financial planning and tax related issues, and is the author of Buying Real Estate in the US – The Concise Guide for Canadians and co-author of Taxation of Canadians in America: Are You at Risk?

Cross-Border Series
Keats Connelly - Buying Real Estate in the US

Buying Real Estate in the US

This book discusses and resolves the most important challenges for Canadians buying real estate in the US.

Keats Connelly - Marie Sardano

Marie has more than 35 years of experience in the financial services industry, of which 9 years were spent in the US. She worked with insurance and investment companies in Orlando, FL and Atlanta, GA as a Director of Financial Planning. Marie also worked as a Regional Director for the National Center for Women & Retirement Research and presented several seminars on Pre-Retirement Education Planning. In 1995, she returned to Montreal to start up her own firm, Sardano Financial Services. Marie recently sold her successful practice to move back to Florida and join KeatsConnelly in their Boynton Beach, Florida office. Speaking French, English and Italian gives her the unique ability to serve our clients in the French speaking province of Quebec.

Keats Connelly - Jacques Raymond

Jacques is responsible for developing new business opportunities, expanding recognition of the firm in the different market segments and is the major communication link between the firm and prospective clients. Jacques works out of our Boynton Beach, Florida office.

During his career, Jacques has held many senior marketing, sales and business development positions with public and private companies, including General Electric in Canada. He is a graduate of the GE Financial Management Program and completed his financial planning and investment advisor courses with the Quebec Securities and Exchange Commission