What We Do

Bridging the Border to Your Financial Future

Moving to Canada?

Americans usually feel completely at home in Canada because our two nations' social and cultural institutions are so similar. Many incorrectly assume that the laws governing investment, taxation and immigration are the same, as well. Unfortunately, this can lead to some unpleasant surprises, particularly when conducting basic financial transactions such as Americans buying or selling Canadian real estate or Canadians returning to Canada after living and working in the U.S. for a long period of time. The complexities associated with moving to Canada, whether for the first time or just a returning Canadian, are far greater than most people can even imagine.

Keats, Connelly and Associates, Inc., the largest wealth management firm in the U.S. and Canada specializing in these cross-border issues, has developed this website along with many other services to provide individuals a professional resource to deal with these complexities. Our focus is to reduce the stress associated with moving to Canada, while at the same time creating opportunities for very large potential tax savings.

Before You Move After You Move
The Border Guide
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The Border Guide

Written by Mr. Robert Keats, our company's founder, The Border Guide has sold over 65,000 copies and is considered the definitive cross-border financial tool for Canadians living, working and investing in the United States.

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