Profile

Cover photo
Dale Walters
Works at KeatsConnelly ULC
Lives in Phoenix
365 followers|28,163 views
AboutPostsPhotosVideos+1'sReviews

Stream

Dale Walters

Shared publicly  - 
 
Government is defending their position that advisors have to act in the client's best interest.
The DOJ is urging a Washington federal judge to reject NAFA's DOL fiduciary rule challenge.
1
Add a comment...

Dale Walters

Shared publicly  - 
 
 
Low cost, no load, tax efficient, broadly diversified portfolio of INDEX FUNDS with proper asset allocation between stocks, bonds, cash and REIT both domestic
View original post
1
Add a comment...

Dale Walters

Shared publicly  - 
 
Those planning for retirement need a new plan, and it is not a DIY plan.
Because of our dysfunctional retirement system, too many Americans haven’t saved enough. We need a better way.
1
Add a comment...

Dale Walters

Shared publicly  - 
 
The KeatsConnelly cross-border book series is expanding and the original book in the series, The Border Guide has been updated.
Our Cross-Border Series is expanding! The new 11th edition of The Border Guide is now available. We have also added another book to our series
1
Add a comment...

Dale Walters

Shared publicly  - 
 
When will the adherents of active management ever learn?
The results of S&P Down Jones Indices' latest study on fund performance may surprise investors and advisors
1
Add a comment...

Dale Walters

Shared publicly  - 
 
The US is a tax haven for Canadians.  Canada second only to France in taxing top earning workers.
Once new federal income tax rates are levied, Canadians earning more than $200,000 a year will see their rate rise to 33 from 29 per cent in 2016
1
Add a comment...

Dale Walters

Shared publicly  - 
 
2nd Annual Canada Week Bonspiel quarterfinals videos.
2016 Canada Week Bonspiel Saturday 2:30pm Draw 2016 Canada Week Bosnpiel Draw Quarter Finals
1
Add a comment...
Have him in circles
365 people
Richard Kang's profile photo
Patricia Baronowski-Schneider's profile photo
MiniCo Publishing's profile photo
Vancouver Sun's profile photo
Taxation of Canadians in America's profile photo
Michael Noel's profile photo
Dred Holzen's profile photo
Daryl Hemingway's profile photo
Curtis Smith's profile photo

Dale Walters

Shared publicly  - 
 
Don't guess, use research to make sure you have a good day at work.
Author Caroline Webb’s new book, "How to Have a Good Day," dives into the latest behavioral science research on a question we all want answered: What can we do to be happier at work – and elsewhere?
1
Add a comment...

Dale Walters

Shared publicly  - 
 
 
Brexit Win Triggers Chaos Across Globe http://thebea.st/28Uvrth
Shock and disbelief as U.K. votes to leave the European Union.
5 comments on original post
1
Add a comment...

Dale Walters

Shared publicly  - 
 
Behavioral Finance 101
Psychologists weigh in on some of the biases and cognitive errors that help explain why we think we are better at active investing than we really are.
1
Add a comment...

Dale Walters

Shared publicly  - 
 
IRS can revoke U.S. passports, but what are you to use for an ID when flying?
In 26 states, passports may replace driver's licenses even on domestic flights, but what if IRS has taken your passport for tax debts?
1
Add a comment...
People
Have him in circles
365 people
Richard Kang's profile photo
Patricia Baronowski-Schneider's profile photo
MiniCo Publishing's profile photo
Vancouver Sun's profile photo
Taxation of Canadians in America's profile photo
Michael Noel's profile photo
Dred Holzen's profile photo
Daryl Hemingway's profile photo
Curtis Smith's profile photo
Work
Occupation
Chief Executive Officer of KeatsConnelly
Skills
Leadership, Strategic Planning, US-Canada Cross Border Tax, Financial Planning
Employment
  • KeatsConnelly ULC
    Chief Compliance Officer, 2013 - present
    KeatsConnelly ULC is the Canadian subsidiary of KeatsConnelly. KeatsConnelly ULC is registered as a portfolio manager in Canada.
  • Cross Border Tax & Accounting
    President & CEO, 1999 - present
    Responsible 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.
  • KeatsConnelly
    CEO, 1994 - present
    Leads 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.
Basic Information
Gender
Male
Looking for
Networking
Relationship
Married
Story
Tagline
Canada-US tax and financial planning expert. Speaker and author.
Introduction
I am the CEO of KeatsConnelly, the largest wealth management firm in North America specializing in helping Canadians and Americans realize their dreams of a cross-border lifestyle.  Offices in Phoenix, AZ, Boynton Beach, FL and Calgary, ON.
 
I am also the President and CEO of Cross Border Tax and Accounting, a wholly owned subsidiary of KeatsConnelly.  Cross Border Tax and Accounting provides expert US-Canada tax planning and preparation.
Bragging rights
Author of Buying Real Estate in the US – The Concise Guide for Canadians and the co-author of Taxation of Canadians in America. I am one of a small number of professionals that is certified as a financial planner in both the US and Canada. While CEO of KeatsConnelly, the firm has won many awards, including awards for ethics, company culture, workplace flexability and being named one of Arizona's Most Admired Companies. I have been named as one of the top financial advisers in the US by Mutual Fund Magazine. I was the runner-up to the small business person of the year in 2006, for the city of Phoenix. I am a fourth degree black belt in Judo and a former four-time world heavyweight karate champion.
Places
Map of the places this user has livedMap of the places this user has livedMap of the places this user has lived
Currently
Phoenix
Previously
Decatur, IL - Des Moines, IA - Phoenix, AZ
Dale Walters's +1's are the things they like, agree with, or want to recommend.
Why it took one American expat 30 years to become a Canadian
www.theglobeandmail.com

Home, writes Bob Levin, isn’t only where the heart is – but where it’s been

Wake up, Canadians - you need to start asking more about investment fees
www.theglobeandmail.com

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
www.theglobeandmail.com

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
www.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 ...
www.theglobeandmail.com

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
www.theglobeandmail.com

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

Record levels of home building in Canada raises new red flags
www.theglobeandmail.com

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...
www.thestar.com

Plan would boost information sharing between immigration and border enforcement officials, Employment Canada, Revenue Canada, the RCMP and p

Why Canada’s snowbirds are under U.S. scrutiny
www.theglobeandmail.com

The magic number is 182 days in a single year. If Canadians stay longer than that in the U.S., they risk being considered a U.S. resident fo

Toronto ranked the best city to live in the world
www.blogto.com

Toronto has been ranked the best city to live in the world by the Economist. The ranking aggregates Toronto's performance across a range of

Mocking 1-percenters is easy, but the wealth gap is the real problem
www.theglobeandmail.com

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
www.theglobeandmail.com

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

Why Canada needs to update its RRIF withdrawal rules
www.theglobeandmail.com

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
www.theglobeandmail.com

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 ...
www.fwreport.com

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
www.theglobeandmail.com

Too many Canadians do not understand the rules on how to put money back into a tax-free savings account after withdrawing it

Family Wealth Report network: WealthBriefing | WealthBriefingAsia ...
www.fwreport.com

Quote of the week. "Once investors understand that infrastructure assets are the very things that make up the backbone of our economy, they

The food is the best thing about this place, but the service is always friendly and comes in a close second place.
Public - 2 years ago
reviewed 2 years ago
Food: Very GoodDecor: Very GoodService: Very Good
Public - 4 years ago
reviewed 4 years ago
Food: GoodDecor: GoodService: Good
Public - 4 years ago
reviewed 4 years ago
4 reviews
Map
Map
Map
Food: GoodDecor: Poor - FairService: Good
Public - 4 years ago
reviewed 4 years ago