Keats, Connelly and Associates, LLC

Keats, Connelly and Associates, LLC US-Canada wealth management. www.keatsconnelly.com Through our Canadian subsidiary, we offer portfolio management in BC, AB and ON.

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. We help Canadians and Americans live a cross-border lifestyle by advising them on such things as immigration, US and Canadian taxes, US estate taxes, how to obtain US health insurance, US Social Security and

Medicare, and Canadian Old Age security and Canadian Pension. At KeatsConnelly we offer consulting, financial planning, US and Canadian tax planning and preparation and professional investment management. KeatsConnelly has won awards for Ethics, Workplace Flexibility, Company Culture and Community Service. In 2011 and 2012, KeatsConnelly was named one of Arizona's Most Admired Companies and in 2012 was named one of Arizona's Top 100 Companies.

Santorini today
07/06/2022

Santorini today

09/26/2017

Hello KeatsConnelly Community! There is a lot of recent conversation surrounding Morneau’s tax plan. We may have some ideas on where to go from here. Click here to read our weekly blog and find out what we’re thinking:

With the pending tax proposal from Finance Minister Morneau, Canadians may need a tax haven. The US is the most commonly overlooked tax haven opportunity for Canadians. Throughout the book A Canadian’s Best Tax Haven: The US – Take Your…

KeatsConnelly is very proud to announce the recognition of Sally Taylor, our CEO, last week at the Most Influential Wome...
09/03/2017

KeatsConnelly is very proud to announce the recognition of Sally Taylor, our CEO, last week at the Most Influential Women in Arizona Business reception. Congratulations Sally! This honor is well-deserved.

Keats Connelly has an update, see what it's about:
04/24/2017

Keats Connelly has an update, see what it's about:

Articles and posts from Keats Connelly

04/18/2017

As the Capitals and Wild have quickly realized, words like ‘dynasty’ and ‘favourite’ have little to no meaning

Very interesting article!
04/18/2017

Very interesting article!

Adopting a toddler's approach to problems can be a revelation

04/05/2017

After the Canadiens clinched first place in the division, coach Claude Julien spoke like it was just another win

03/24/2017

Lately some travelers have been pressured to hand over their smartphones at the airport. But you can’t provide access to the data if you don’t hold the keys.

If you can, postpone taking CPP benefits until you are 65 or older.
03/21/2017

If you can, postpone taking CPP benefits until you are 65 or older.

Is it better to start CPP at 60 or 65 or even 70? This article may be the one and only time you will see a definitive answer to this question

03/07/2017

It's fair to say that stocks are expensive, and that has Stephen Takacsy, chief investment officer at Montreal-based Lester Asset Management, treading cautiously.

Bill in Congress would allow Canadians to stay in the US up to 8 months.
03/05/2017

Bill in Congress would allow Canadians to stay in the US up to 8 months.

The bill would let snowbirds stay two months longer every year, adding to the six months they're allowed now; they're welcome, because Canadians are just like us, says a sponsor

Address

3336 N 32nd Street, Ste 100
Phoenix, AZ
85018

Opening Hours

Monday 7am - 5pm
Tuesday 7am - 5pm
Wednesday 7am - 5pm
Thursday 7am - 5pm
Friday 7am - 5pm

Telephone

+18006785007

Website

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