top of page

Wealth management Services   
for cross border living

In Collaboration with keatsConnelly

Moving to the US ?

Moving to the Canada ?

Canadians usually feel at home in the United States because our two nations’ social and cultural institutions are so similar but the complexities associated with moving to the US are far greater than most people can even imagine. Evolve Wealth Advisors in collaboration with KeatsConnelly can help every step of the way!

Americans usually feel completely at home in Canada but the complexities associated with moving to Canada, whether for the first time or just a returning Canadian, are far greater than most people can even imagine. Evolve Wealth Advisors in collaboration KeatsConnelly can help every step of the way!

Cross Border Planning Services

Cross-Border wealth Management

Evolve Wealth Advisors, in collaboration with KeatsConnelly, brings together deep cross-border wealth management expertise and the resources of one of the most experienced financial planning firms serving both Canadian and American citizens and families.

​

This partnership enables Evolve and KeatsConnelly to deliver the precise skills and services needed to help you achieve your optimal cross-border lifestyle. Whether you're navigating complex tax planning and accounting, real estate decisions, financial planning, or long-term wealth management, our combined team is here to support you with high-quality, personalized professional services that enrich and protect the lives of you and your family.

​

KeatsConnelly brings decades of experience in highly complex cross-border financial planning, while Evolve and KeatsConnelly together address more granular or less complex planning needs—ensuring that clients at every level receive the attention and guidance they require.

​

Our cross-border services connect you with a team of trusted professionals dedicated to building a plan that protects your assets and supports your life across borders.

cross border 

The-Border-Guide-Cover-Lg.png
bottom of page