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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.
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Learn about strategies for Cross-Border Living1/26/11 – Cross-Border Living Workshops
Phoenix, AZ
2/01/11 – Cross-Border Living Workshops
Rancho Mirage (Palm Springs), CA
2/08/11 – Cross-Border Living Workshops
Naples, FL
2/10/11 – Cross-Border Living Workshops
Boca Raton, FL
December 2007 E-update
Category: KCA Newsletters and E-UpdatesKCA in the News – Register Now for our Upcoming Workshops!
December 2007 E-update (PDF)
Sally A. Taylor Joins Keats, Connelly and Associates
Category: In The NewsKeats, Connelly and Associates has named Sally A. Taylor as its newest staff planner.
John Rice Earns Chartered Financial Analyst Designation
Category: In The NewsJohn Rice has earned the right to use the Chartered Financial Analyst designation.
Newsletter Fall 2007
Category: KCA Newsletters and E-UpdatesPast Performance Really is No Prediction of the Future
Newsletter Fall 2007 (PDF)
Dale Walters Named IACCPsm by the Center for Compliance Professionals
Category: In The NewsThe Center for Compliance Professionals has named Dale Walters, CEO of KCA, an Investment Adviser Certified Compliance Professional sm IACCPsm.
September 2007 E-Update
Category: KCA Newsletters and E-UpdatesUpcoming Workshops – Speaking Engagements – Recent Recognition from Business Community
September 2007 E-Update (PDF)
KCA Expands Capabilities to Offer Life Planning and Financial Coaching Services
Category: In The NewsKCA has partnered with Phoenix-based Financial Conversations®.
Financial Advisor Magazine Ranks Keats, Connelly and Associates Fastest Growing Financial Advisor in Arizona
Category: In The NewsKeats, Connelly and Associates has been named the fastest growing financial advisor in Arizona
Newsletter – Summer 2007
Category: KCA Newsletters and E-UpdatesDoes the European Union Matter to U.S. Investors
Newsletter – Summer 2007 (PDF)
Keats, Connelly and Associates Named Top Wealth Management Firm for Seventh Consecutive Year
Category: In The NewsKeats, Connelly and Associates has been named one of the top wealth management firms in the country by Wealth Manager Magazine