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 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
Robert F. Keats
Founder & Chairman of the Board - KeatsConnelly
Bob was the founder and Executive Director at KeatsConnelly, which for many years was the leading cross-border wealth management firm in North America specializing 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 two books, The Border Guide and A Canadian’s Best Tax Haven: The US. 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
THE BORDER GUIDE
The Ultimate Guide to Living, Working, and Investing Across the Border (Cross-Border Series) by Mr. Robert Keats, CFP®, RFP, MSFP
Peter J. Henry
CEO & Co Founder Evolve Wealth Advisors LP
Peter is the Co-Founder and CEO of Evolve Wealth Advisors. His journey in cross-border planning began under the guidance of KeatsConnelly & Associates, where he worked closely with their executive and cross-border planning teams. That experience laid the foundation for his deep expertise in helping clients navigate the complexities of life between the U.S. and Canada.
Building on that foundation, Pete—together with a team of tax and legal professionals—launched Evolve Cross Border Partners. Today, Evolve Wealth Advisors operates in close collaboration with KeatsConnelly, serving all client cross-border needs. Through this partnership, Evolve provides U.S. Wealth Management services that align with KeatsConnelly’s cross border planning expertise, ensuring clients have a dedicated U.S. wealth advisor upon relocation and a seamless, harmonized approach to holistic cross-border lifestyle planning.
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