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.