Founded in 1990 by Robert Keats, KeatsConnelly is a wealth management firm dedicated to providing comprehensive cross-border financial planning and investment management services for individuals and families in both the United States and Canada. The firm's mission is to simplify the complex financial lives of its clients by offering specialized expertise in areas such as tax, estate planning, and investments as they pertain to the unique challenges of living and working across the US-Canada border. They are registered as an investment advisor with the U.S. Securities and Exchange Commission and with securities regulators in multiple Canadian provinces.

Founded in

United States