Bridging the Border to Your Financial Future
Press Room
Recent News
View All| 2/19/2010 |
Virginia E. Dhondt Named President Of Financial Planning Association Of Greater Phoenix Keats, Connelly and Associates, LLC is pleased to announce that its own Virginia E. Dhondt, has been named president of the Financial Planning Association of Greater Phoenix. |
| 12/18/2009 |
Keats, Connelly and Associates, LLC is pleased to announce that John Rice has joined the CFA Society of South Florida’s Board of Directors Keats, Connelly and Associates, LLC is pleased to announce John Rice, a staff planner a Chartered Financial Analyst® designee and a CERTIFIED FINANCIAL PLANNER™ professional, has joined the CFA Society of South Florida’s Board of Directors |
| 11/10/2009 |
Workshop on U.S./Canadian Cross-Border Living Robert Keats, founder and president of Keats, Connelly and Associates LLC, will hold a series of one-day workshops across the country focusing on Canadian cross-border living. |
Recent Publications
View All| 11/2/2009 |
2009 Fall E-Update Newsletter Featured Articles: Widows and Widowers of U.S. Citizens Under U.S. Immigration Rules., Investing in Foreign Securities and Currency., Gifting to Grandchildren in Canada. |
| 8/12/2009 |
2009 Summer E-Update Newsletter Featured Articles: DHS Clarifies “Unlawful Presence,” Health Insurance in the U.S., CHGFE—Currency Exchange, Investment Strategies, National Advisors Trust, FSB Conference, Tax Client Survey. |
| 5/21/2009 |
2009 Spring E-Update Newsletter Featured Articles: IRS Reaches out to Non-Resident U.S. Taxpayers, U.S. Naturalization Update, Investment Returns, Newsworthy Notes, Risk Tolerance and Portfolio Allocation, Green Tip$ |
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The Border Guide
10th Edition
Written by Mr. Robert Keats, our company's founder, The Border Guide has sold over 70,000 copies and is considered the definitive cross-border financial tool for Canadians living, working and investing in the United States.