Bob is founder and Executive Director at KeatsConnelly, the largest cross-border wealth management firm in North America specializing in helping Canadians and Americans realize their dreams of a cross-border lifestyle. In 2016, Bob stepped back from the role of president as he transitions into retirement. Bob will continue to work with existing clients and to help bring new clients to the firm.
Bob earned a bachelor’s degree in mechanical engineering and a master’s degree in financial planning. He is a Certified Financial Planner in the U.S. and Canada, a Registered Financial Advisor (U.S.), and Chartered Financial Planner (Canada). Bob holds certifications and memberships with various financial institutes and organizations. He has been a frequent speaker in Canada and the U.S., and is the author of two books: The Border Guide and A Canadian’s Best Tax Haven: The U.S.