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    Posted February 24, 2011 by
    abailin
    Location
    Phoenix, Arizona

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    Keats, Connelly and Associates Joins RBC Advisor Services

     

    RBC Advisor Services today announced that Keats, Connelly and Associates, a wealth management firm with approximately $265 million under advisement that assists Canadians and Americans in realizing their dreams of a cross-border lifestyle, has selected RBC Advisor Services as its new custody platform of choice.

    Through this new relationship, Keats, Connelly, and Associates can, for the first time, access all the capabilities of a full-service broker-dealer and wealth management platform, providing a wider range of products and services to its most sophisticated high net worth clients.

    Keats, Connelly and Associates, LLC is the largest wealth management firm in the United States specializing in U.S.-Canada cross-border issues.

    RBC Advisor Services is a division of RBC Capital Markets, LLC, a wholly-owned subsidiary of Royal Bank of Canada (RBC), one of the world’s largest banks with a reputation for providing sophisticated solutions for high net worth clients. RBC Advisor Services offers premier custodian, brokerage and wealth management solutions to meet the complex needs of elite financial advisors serving high net worth clients.

    “This partnership will have a major impact on our current and future clients,” said Dale Walters, CPA, PFS, CFP®, Chief Executive Officer for Keats, Connelly and Associates. “Because RBC is a Canadian bank, many of our cross-border clients will already have accounts with them, which means they will already be aware of RBC’s integrity and financial stability.”

    “We are excited to welcome Keats, Connelly and Associates to our select cadre of high performing RIA firms—focused on providing sophisticated wealth management solutions to meet the complex needs of high net worth clients,” said Catie Tobin, Head of RBC Correspondent and Advisor Services. “As one of the largest cross-border wealth management firms in North America, Keats Connelly’s commitment to its customers matches our own high-touch approach to serving RIAs. This relationship will allow Keats Connelly to augment its wealth management platform with the world class resources of RBC Advisor Services as its custodian of choice.”

     

    About Keats, Connelly and Associates

    Keats, Connelly and Associates, LLC is the largest wealth management firm in the United States specializing in U.S.-Canada cross-border issues. With offices in Arizona and Florida, the firm’s focus is to reduce the stress associated with living, investing and working on both sides of the border, while at the same time creating opportunities for very large potential tax savings. The firm’s fee-only compensation model enables the company to maintain its philosophy of promoting clients’ best interests, at all times, while avoiding any potential conflict of interest with commissions. For more information, please visit www.keatsconnelly.com.

    About RBC Advisor Services

    RBC Advisor Services offers premier custodian, brokerage and wealth management solutions to meet the complex needs of elite financial advisors serving high net worth clients. A leader in the U.S. brokerage industry since 1909 and a custody and clearing leader since 1979, RBC specializes in delivering personalized, high-touch service to help advisors manage their clients’ wealth and meet their business objectives. RBC Advisor Services is a division of RBC Capital Markets, LLC, a wholly owned subsidiary of Royal Bank of Canada (RBC), one of the world’s largest and strongest banks with a reputation for providing sophisticated solutions for high net worth clients. RBC Advisor Services, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC.For more information, please visit www.rbcadvisorservices.com

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