KeatsConnelly / Financial Advisor in Boynton Beach, Florida

Sally Taylor, CFP, CPA/PFS, MSFP
KeatsConnelly is the largest cross-border wealth management firm in North America specializing in assisting Canadians and Americans realize their dreams of a cross-border lifestyle. Our offices are in Phoenix, Arizona; Boynton Beach, Florida; and Calgary, Alberta Canada. Canadians usually feel completely at home in the United States 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 Canadians buying or selling American real estate. The complexities associated with moving to the U.S. are far greater than most people can even imagine.

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