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KeatsConnelly - Cross Border Wealth Management

Investment Management

Specialities :
Cross border wealth management
Estate planning
Us and canadian tax planning and preparation
Investment management (us and canada)
Immigration planning

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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
11 - 50
About Us
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Employees
Buyer Intent
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Frequently Asked Questions About KeatsConnelly - Cross Border Wealth Management

What does Keatsconnelly - cross border wealth management do?+

KeatsConnelly is the largest cross-border wealth management firm in North America that specializes in assisting Canadians and Americans in realizing their dreams of a cross-border lifestyle. KeatsConnelly provides advice on how Canadians can move, work or invest in the US. More specifically, we provide advice on how to effectively move across the border, reduce the Canadian exit tax, what to do with your RRSPs, cross-border estate planning, investment management, US-Canada tax planning and preparation; all to improve your cross-border lifestyle. KeatsConnelly has a subsidiary in Canada that provides portfolio management in Canada (BC, AB and ON). For more information go...

What are Keatsconnelly - cross border wealth management's specialties? +

Cross border wealth management,estate planning,us and canadian tax planning and preparation,investment management (us and canada),immigration planning,and canadians moving to the us

What is Keatsconnelly - cross border wealth management's industry? +

Keatsconnelly - cross border wealth management operates in the Investment management industry.

What is Keatsconnelly - cross border wealth management's revenue? +

Keatsconnelly - cross border wealth management's revenue is 11m - 100m

What is Keatsconnelly - cross border wealth management's company size? +

Keatsconnelly - cross border wealth management has 11 - 50 employees.

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