KeatsConnelly is a financial planning firm with offices in Phoenix, Arizona, Boynton Beach, Florida and Calgary, Alberta. We specialize in managing the complexities of accumulated wealth for Canadians and Americans using a comprehensive financial planning process that includes, tax, estate, immigration, retirement planning, risk management, business planning, professional investment management, as well as the detailed management of all your financial records and accounts.

Our Fee-Only compensation model enables us to maintain our philosophy of promoting our clients’ best interests at all times while avoiding any potential conflict of interest with commissions.

Our mission is to help individuals from the U.S. and Canada, determine and achieve their financial and life-planning goals through a comprehensive financial planning process. Our role is that of an independent and trusted financial counselor, providing personalized service with uncompromising integrity.

Mr. Dale A. Walters, Certified Public Accountant, Personal Financial Specialist, CERTIFIED FINANCIAL PLANNER™ (US and Canada), is Chief Executive Officer of KeatsConnelly, the largest and most experienced cross-border wealth management firm that specializes in assisting Canadians and Americans realize their dreams of a cross-border lifestyle.

Serving clients for over thirty years, Dale has twice been named one of the top financial advisors in the US by Mutual Fund Magazine, and has led the firm to numerous awards, including Phoenix Chamber’s Impact award for Company Culture, the Alfred P. Sloan award for Workplace Flexibility, the Better Business Bureau award for Ethics, all of which lead to KeatsConnelly being named one of Arizona’s Most Admired Companies in 2011.

Dale is a frequent speaker and author on US-Canada financial planning and tax related issues. He is the author of Buying Real Estate in the US – The Concise Guide for Canadians. More information about the book can be found at www.buyingrealestateintheus.ca

Dale is a four-time World Heavyweight Karate Champion and fourth degree black belt in Judo. Dale and his wife Charlene live in Phoenix, Arizona.

Dale is a Bachelor of Science in Accounting from Arizona State University, and was named a top U.S. Financial Advisor by Mutual Fund Magazine, 2001 & 2002.

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