- KeatsConnelly ULCChief Compliance Officer, 2013 - presentKeatsConnelly ULC is the Canadian subsidiary of KeatsConnelly. KeatsConnelly ULC is registered as a portfolio manager in Canada.
- Cross Border Tax & AccountingPresident & CEO, 1999 - presentResponsible for the firm's brand and supervision of the Director of Tax, whom is responsible for the day-to-day activities. Cross Border Tax & Accounting has a team of professionals that prepare Canadian and US tax returns.
- KeatsConnellyCEO, 1994 - presentLeads the largest wealth management firm in North America specializing in helping Canadians and Americans realize their dreams of a cross-border lifestyle. Responsible for the firm's culture and strategic direction.
Why it took one American expat 30 years to become a Canadian
Home, writes Bob Levin, isn’t only where the heart is – but where it’s been
Seven benefits to setting up testamentary trusts in your will
New tax rules for trusts kick in at beginning of 2016
Wake up, Canadians - you need to start asking more about investment fees
If you don’t know what you’re paying your adviser in fees, it’s impossible to gauge the value of that service
Forecast for economic growth in 2016 gets gloomier
With oil prices dragging on April budget forecast, Conservatives, Liberals and NDP face challenges determining what to use as starting point
Five things you need to know about the future of work - Virgin.com
Since the start of my career I’ve witnessed considerable change in the way that we work and how we manage our people. I’ve been lucky to wor
Video: Carrick Talks Money: It isn't just about money. Happiness counts ...
Research suggests that new retirees will be happier if they find their niche in day-to-day life. How can people make sure they find a niche
Canadian families spend more on taxes than food, shelter: report
Report from Vancouver-based think tank found that last year, the average Canadian family spent 42.1% of its income on taxes and 36.6% on bas
Death of the Canadian dollar: The five stages of grief
Plus, what to watch for this week
Record levels of home building in Canada raises new red flags
Survey by London-based Royal Institute of Chartered Surveyors shows concern of a price correction in Canada’s major cities
New law to let Canadian officials share immigrants’ personal info | Toro...
Plan would boost information sharing between immigration and border enforcement officials, Employment Canada, Revenue Canada, the RCMP and p
Mocking 1-percenters is easy, but the wealth gap is the real problem
It’s easy to mock the rich, but we should be addressing the root causes of inequality, not pulling people down
Big house gains may be taxable for Americans living in Canada
U.S. citizens living in Canada must pay capital gains tax to the IRS after a house sale, leading to hefty bills for long-time homeowners
Let’s Be Explicit: Explaining ETF Premiums and Discounts | A Better Way ...
Let’s Be Explicit: Explaining ETF Premiums and Discounts
Why Canada needs to update its RRIF withdrawal rules
There’s a strong argument for lowering the minimum withdrawal so that registered retirement income funds last longer
Financial advice: The issue is transparency, not numbers
Report promoting benefits of financial planners ignores the fact that the title ‘adviser’ is not a profession backed by universal standards
Family Wealth Report network: WealthBriefing | WealthBriefingAsia ...
Quote of the week. "Table stakes' promises are important to every investor. After that, however, different promises appeal to different mark
Penalized for a TFSA overcontribution? The case for a temporary amnesty
Too many Canadians do not understand the rules on how to put money back into a tax-free savings account after withdrawing it