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Robert Keats

Director @National Advisors Trust

Phoenix, AZ, US
EMAILS
b•••@keatsconnelly.com
MOBILE NUMBERS
+16•••••••65

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WORK HISTORY

Apr 2009 — Present

Director @National Advisors Trust

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Kansas City, MO, US

Elected to the Board of Directors 2009, NATC is a $11.5 billion privately owned by federally chartered trust company. I am Audit Committee Chair May 2013 to PresentVice Chairman and board member NATSD, March 2019 to present

EDUCATION

1988 — 1990

College for Financial Planning

MSFP, Financial planning

1968 — 1972

University of Manitoba

BSc ME, Mechanical Engineering

SKILLS

Cross Border Financial PlanningCross Border Business PlanningEstate PlanningFinancial PlanningTaxInvestmentsWealth ManagementAsset ManagementSmall BusinessTrustsBusiness PlanningRetirement PlanningIncome TaxFinancial AnalysisInsurancePortfolio ManagementPublic SpeakingMutual FundsComplianceSuccession PlanningRisk ManagementBusiness StrategyAsset ProtectionBudgetingHigh Net Worth IndividualsPensionsTax PreparationWritingFinancial AdvisoryTradingWealthEstate Tax PlanningInvestment AdvisorySecuritiesAsset AllocationPersonal FinanceRetirementInsurance PlanningEquitiesInvestment Strategies

ABOUT ROBERT KEATS

I am the founder and President of KeatsConnelly, formerly the largest cross-border wealth management firm in North America that specializes in helping Canadians and Americans realize their dreams of a cross-border lifestyle. In 2020 a partial Merger was done with another Canadian/US cross-border firm, Cardinal Point, resulting in Cardinal Point purchasing the money management responsibilities from KeatsConnelly.Specialties: Since 1976, I have been helping clients manage the complexities of US/Canadian cross-border planning when they are considering permanent or seasonal moves across the border. I am the author of The Border Guide, a Canadian best-selling publication currently in its 12th edition and A Canadians Best Tax Haven: the US, now and it’s second edition. I am a frequent speaker in Canada and the US. Accountants, as well as Estate Planning and Elder Care attorneys often call upon me for my expertise.

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