Robert  Keats

Robert Keats

| CFP®, MAFP, RFP®

Keats, Connelly and Associates, LLC

Fee Only Financial Planner Located in Calgary, AB and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Our Other NAPFA Members

Visit Us

1880 N. Congress Avenue
Suite 302
Boynton Beach, FL 33426-8671

#1000, 888-3rd Street SW
Bankers Hall, West Tower
Calgary, AB T2P 5C5

3336 North 32nd Street
Suite 100
Phoenix, AZ 85018-6241

Robert Keats is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

 

ROBERT F. KEATS

MASTER OF SCIENCE IN FINANCIAL PLANNING

CERTIFIED FINANCIAL PLANNER™(US AND CANADA)

REGISTERED FINANCIAL PLANNER (CANADA)

NAPFA - REGISTERED FINANCIAL ADVISOR

Bob is a founder and President of KeatsConnelly, 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.

Since 1976, Bob has been helping clients manage the complexities of US/Canadian cross-border planning when they are considering permanent or seasonal moves across the border. He is the author of The Border Guide, currently in its 10th edition. Bob is a frequent speaker in Canada and the US. Accountants, as well as Estate Planning and Elder Care attorneys often call upon him for his expertise.

EDUCATION

MASTER OF SCIENCE IN FINANCIAL PLANNING, 1990

College for Financial Planning, Denver, Colorado

BACHELOR OF SCIENCE IN MECHANICAL ENGINEERING, 1972

University of Manitoba, Manitoba, Canada

CERTIFICATIONS

CERTIFIED FINANCIAL PLANNER™(CANADA), 1996

Financial Planners Standards Council of Canada

REGISTERED FINANCIAL PLANNER (CANADA), 1987

Institute of Advanced Financial Planning

CERTIFIED FINANCIAL PLANNER™(US), 1986

Certified Financial Planner Board of Standards, Inc.

CHARTERED FINANCIAL PLANNER, 1981

Institute for Financial Planning, Toronto, Ontario, Canada

MEMBERSHIPS

International Board of Standards and Practices for Certified Financial Planners

Financial Planners Standards Council of Canada

National Association of Personal Financial Advisors

Institute of Advanced Financial Planners, Canada

National Advisors Trust Company – Board Member

Canadian Money Saver – Columnist