Robert Keats (BS, CFP®, MSFS)

Robert Keats focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • Estate & Generational Planning Issues
  • ExPat and Cross Border Issues
  • Retirement Planning & Distribution Rules

Planning Specialties

We specialize in high net worth planning situations concerning the cross-border movement of people and assets between Canada and US.

Bob is a founder and President of KeatsConnelly, the largest cross-border wealth management firm in North America that specializes in helping Canadians and Americans realize their dreams of a cross-border lifestyle.

Since 1976, Bob has been helping clients manage the complexities of US/Canadian cross-border planning when they are considering permanent or seasonal moves across the border. He is the author of The Border Guide, currently in its 10th edition. Bob is a frequent speaker in Canada and the US. Accountants, as well as Estate Planning and Elder Care attorneys often call upon him for his expertise.

NAPFA Start Date

February 27, 1998

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This Office

3336 N 32nd St Ste 100 Phoenix, AZ 85018-6241 Phone: (602) 955-5007 Ext: 210 Fax: (602) 224-5874

Other Offices

1880 N Congress Ave Ste 302 Renaissance Commons Boynton Beach, FL 33426-8675 Phone: (561) 569-7401 Fax: (561) 659-7089