Author of "Buying Real Estate in the US: The Concise Guide for Canadians" and co-author of "Taxation of Canadians in America," both published by Self-Counsel Press.
CERTIFIED FINANCIAL PLANNER (CFP) professional certified in both the US and Canada. Also a Certified Public Accountant (CPA) and Personal Financial Specialist (PFS).
I have been the Chief Executive Officer at KeatsConnelly since 2004.
KeatsConnelly is the largest cross-border wealth management firm in North America that specializes in assisting Canadians and Americans realize their dreams of a cross-border lifestyle. Our offices are in Phoenix, AZ, Boynton Beach, FL and Calgary, AB Canada.
This is my 34th year in the prof...
