KeatsConnelly provides management of your investment accounts based on your goals and needs of a cross-border lifestyle. While we are able to manage assets in Canada1 and the US, when you combine our investment management with our cross-border tax and financial planning expertise you enjoy a truly comprehensive approach to the management of your wealth–a claim that very few, if any, other firms can make. We provide unbiased advice, so we do not accept commissions, referral fees, kickbacks, soft dollars or any other type of income from any source other than our clients.