KeatsConnelly Expands into Canada, Announces First Office in Calgary Opening for Summer 2012

June 6, 2012 - PRLog -- PHOENIX, AZ – [June 6, 2012] – KeatsConnelly, the largest cross-border wealth management firm in North America that specializes in helping Canadians and Americans realize their dream of a cross-border lifestyle has announced the opening of its first Canada location in Calgary.   Located in central Calgary, the new office is now open and has begun serving clients residing in Canada.  Bryant E. Andrus, formerly Staff Planner at KeatsConnelly will now be taking the management position of the Canadian location as Vice President of Canadian Operations.

In his prior position at KeatsConnelly, Mr. Andrus developed, coordinated and implemented his clients’ complete domestic and cross-border financial plans and services.  Growing the business, establishing new partnerships and building presence of the brand in Canada will now be amongst his responsibilities in his new role.

Mr. Andrus will lean on his strong community involvement experience as President of the Phoenix Rotaract club and as a frequent speaker and presenter in both the United States and Canada to grow the firm’s operations in Calgary.  

The opening of this new office will enhance KeatsConnelly’s presence in Canada and pending regulatory approval will introduce investment management offerings for Canadians for the first time.  While Robert F. Keats, President of KeatsConnelly and Dale A. Walters, CEO regularly travel to Canada to convene with clients and industry partners, the company’s management team felt strongly that opening a location in Canada is a necessary and exciting step in the firm’s expansion.  

“Though we have been able to maintain our status as the largest wealth management firm with specialized cross-border services, having a centrally located office in Canada will make working with Canadian clients both easier for our team as well as our clients,” said Keats.  “It is a great step in the growth of our company and we are delighted that a trusted long-term employee of KeatsConnelly, Bryant Andrus will manage that office.”  

The KeatsConnelly Calgary, AB, Canadian office is located at: 888-3rd Street South West, Bankers Hall, West Tower, Calgary.  An open house event, to be held in September 2012, will celebrate the opening of the Canadian office as well as the launch of Robert Keats’ latest book, “A Canadian's Best Tax Haven: The US: Take your money and drive!”.


About KeatsConnelly

KeatsConnelly is the largest and most experienced Canada-U.S. cross-border wealth management firm in the United States specializing in assisting Canadians and Americans living a cross-border lifestyle.  We help simplify the lives of high net worth Canadians living and working in Canada and the United States by providing complete and customized cross-border tax, financial planning and investment management services to assist our clients in realizing their dream of a cross-border lifestyle.  With offices in Phoenix, AZ, Boynton Beach, FL and Calgary, AB, Canada, we are cross-border experts.  For more information, please visit www.keatsconnelly.com.