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


This Office

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

Other Offices

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