KEATSCONNELLY

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Fiduciary Network Buys Stake In Keats Connelly

Fiduciary Network has acquired a minority interest in Phoenix-based Keats Connelly, a registered investment advisor firm specializing in providing cross-border tax advice to Canadian citizens and others living in the United States. Three factors prompted ...

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Financial Advisor Magazine
November 6, 2008
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Keats, Connelly Names RBC Advisor Services as 'Custodian of Choice'

Keats, Connelly, the Arizona and Florida-based fee-only RIA firm with $265 million under advisement that specializes in serving Canadian citizens who also work and live in the United States, has named RBC Advisor Services as its new custody platform of choice.

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Think Advisor
February 22, 2011
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Keats, Connelly and Associates, LLC: Phoenix small business profile

When this happen across country borders, there is an added amount of stress associated with managing finances. This is where Keats, Connelly and Associates, LLC - today's Phoenix small business profile - comes in . They help manage the stress that comes ...

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Examiner
August 25, 2010
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Keats Connelly adopts novel transition plan

Keats Connelly & Associates Inc. has become the latest financial advisory firm to sign on to a unique business ownership transition model developed by Fiduciary Network LLC of Dallas. Keats Connelly, a Phoenix-based firm with $225 million under advisement ...

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Investment News
November 11, 2008
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New Book From Cross-Border Financial Planning Expert Proves That the United States is the Best Tax Haven for Canadians

Phoenix, June 26, 2012 (GLOBE NEWSWIRE) -- Robert F. Keats, President of KeatsConnelly, 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 ...

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Reuters
June 26, 2012
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Why Canada's snowbirds are under U.S. scrutiny

Many have been tweaking their calendars already, says KeatsConnelly's Walters. While typical snowbirds used to return to Canada in April, he says, many have now shifted earlier to March. Some, like Simpson, throw some cruising into the mix to pad their ...

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Canoe
February 10, 2015
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Keats, Connelly and Associates Joins RBC Advisor Services

RBC Advisor Services today announced that Keats, Connelly and Associates, a wealth management firm with approximately $265 million under advisement that assists Canadians and Americans in realizing their dreams of a cross-border lifestyle, has selected RBC ...

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CNN iReport
February 24, 2011
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YOUR MONEY-Why Canada's snowbirds are under U.S. scrutiny

Many have been tweaking their calendars already, says KeatsConnelly's Walters. While typical snowbirds used to return to Canada in April, he says, many have now shifted earlier to March. Some, like Simpson, throw some cruising into the mix to pad their ...

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Reuters
February 10, 2015
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YOUR MONEY-Why Canada's snowbirds are under U.S. scrutiny

Canadians purchased U.S. properties worth $13.8 billion in ... Many have been tweaking their calendars already, says KeatsConnelly's Walters. While typical snowbirds used to return to Canada in April, he says, many have now shifted earlier to March.

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CNBC
February 10, 2015
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5 tips to help cross-border clients

“Typical investment planning does not function in this world,” says Bryant Andrus, vice president, Canada operations at KeatsConnelly, who spoke at the conference. Read: Does your client have U.S. tax risk? Here’s how to help. 1. Determine citizenshi

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Advisor
October 22, 2013
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Canadians living in US struggle to obtain credit

“It is particularly ridiculous when you have someone with $200 million in the bank and they can’t get a stupid credit card,” said Dale Walters, CEO of KeatsConnelly, a Phoenix firm specializing in financial planning for Canadians living in the United ...

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azcentral.com
January 14, 2013
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Surrey Capital Corp. Acquires 100% of Mobilman in a $2.034 Million Transaction

ABN AMRO Bank Canada from May 1979 to April 1997 and with Citibank prior to then. Additionally, his experience as a Chief Financial Officer of a Canadian financial services company and US Silver Corporation, a mineral producer, further enhanced his ...

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Market Watch
July 2, 2015
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Looking to Move from Canada to the U.S.?

After getting a taste of the American lifestyle, some of them might want to stick around a while. That's where KeatsConnelly comes in. "We started in 1990 and we serve Canadians looking to move and/or invest into the U.S.," Dale Walters, Chief Executive ...

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Benzinga
May 22, 2013
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YOUR MONEY-Why Canada's snowbirds are under U.S. scrutiny

Many have been tweaking their calendars already, says KeatsConnelly's Walters. While typical snowbirds used to return to Canada in April, he says, many have now shifted earlier to March. Some, like Simpson, throw some cruising into the mix to pad their ...

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Reuters
February 11, 2015
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Global Investing Without Stock-Picking: KeatsConnelly

KeatsConnelly specializes in advising cross-border clients, so it’s only natural that international investing should be a part of their clients’ portfolios. Chief Investment Officer Peter Eickelberg (left) said that the firm not only invests ...

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Think Advisor
February 19, 2013
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Why Canada's Snowbirds Are Under U.S. Scrutiny

Many have been tweaking their calendars already, says KeatsConnelly's Walters. While typical snowbirds used to return to Canada in April, he says, many have now shifted earlier to March. Some, like Simpson, throw some cruising into the mix to pad their ...

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Financial Advisor Magazine
February 11, 2015
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Why Canada's snowbirds are under U.S. scrutiny

NEW YORK (Reuters) - Canadians who normally head south of their border for ... the Phoenix-based chief executive officer of KeatsConnelly, a financial planning firm that specializes in cross-border issues. Even less than 182 days, though, and they still ...

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The Fiscal Times
February 10, 2015
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Canadians living in US struggle to obtain credit

“It is particularly ridiculous when you have someone with $200 million in the bank and they can’t get a stupid credit card,” said Dale Walters, CEO of KeatsConnelly, a Phoenix firm specializing in financial planning for Canadians living in the United ...

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archive.azcentral.com
January 14, 2013
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