Since 1976, Bob has been helping clients manage the complexities of U.S./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 9th edition. 

 

Bob is founder and President of Keats, Connelly and Associates, a Phoenix-based, Fee-Only*, wealth management firm that assists Canadians and Americans realize their dreams of a cross-border lifestyle. 

 

Bob is a frequent speaker in Canada and the U.S. on Cross-Border Planning.  Accountants, Estate Planning and Elder Care Attorneys often call upon him for his expertise. 

 

EDUCATION 

MASTER OF SCIENCE IN FINANCIAL PLANNING, 1990 

College for Financial Planning, Denver, Colorado 

 

BACHELOR OF SCIENCE IN MECHANICAL ENGINEERING, 1972 

University of Manitoba, Manitoba, Canada 

 

CERTIFICATIONS 

REGISTERED FINANCIAL ADVISOR (U.S.), 2002 

National Association of Personal Financial Advisors 

 

CERTIFIED FINANCIAL PLANNER™  (CANADA), 1996 

Financial Planners Standards Council of Canada 

 

REGISTERED FINANCIAL PLANNER (CANADA), 1987 

Institute of Advanced Financial Planning 

 

CERTIFIED FINANCIAL PLANNER™ (U.S.), 1986 

Certified Financial Planner Board of Standards, Inc. 

 

CHARTERED FINANCIAL PLANNER, 1981 

Institute for Financial Planning, Toronto, Ontario, Canada 

 

MEMBERSHIPS 

Financial Planning Association 

International Board of Standards and Practices for Certified Financial Planners 

The Financial Advisors Association of Canada 

Financial Planners Standards Council of Canada 

National Association of Personal Financial Advisors 

Institute of Advanced Financial Planners, Canada 

Canadian Journal of Financial Planning, Editorial Review Board  

Canadian Money Saver, Columnist 

 

Contact:

bobk@keatsconnelly.com │ 602-955-5007 │ www.keatsconnelly.com