About

KeatsConnelly, ULC was founded in 2012 and has been registered as a portfolio manager in Canada (BC, AB and ON only) since 2013.  KeatsConnelly, ULC is a subsidiary of KeatsConnelly (US), the largest cross-border wealth management firm in North America specializing in helping Canadians and Americans realize their dream of a cross border lifestyle.

At this time KeatsConnelly, ULC is limiting its scope of work to the management of Canadian portfolios, but its US parent KeatsConnelly (US) provides cross-border tax, financial planning and US investment management services. Our personalized professional advice is designed to enrich your cross-border lifestyle.

KeatsConnelly is an independent and trusted financial counselor, providing personalized service with uncompromising integrity.

Our expert, multi-disciplinary team is the key to our success. To learn more about the team and its qualifications, click on the link below.

Related Pages...
Cross-Border Series
The Border Guide
Now available in its 11th edition, The Border Guide has sold over 80,000 copies and is considered the definitive cross-border financial tool for Canadians living, working and investing in the United States.
A Canadian's Best Tax Haven
This book will show you how to realize your dream of living a lifestyle in a climate that allows for year-round golfing and sandy beaches while lowering your taxes and cost of living.
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.
Taxation of Americans in Canada
US citizens and green card holders are subject to US tax regardless of where they reside in the world. Are YOU at risk?

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