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DW
author
Dale Walters
Dale Waters is partner and CEO of Keats Connelly, the largest North American cross-border wealth management firm. He holds a BS in Accounting, is a Certified Public Accountant, Personal Financial S...view moreDale Waters is partner and CEO of Keats Connelly, the largest North American cross-border wealth management firm. He holds a BS in Accounting, is a Certified Public Accountant, Personal Financial Specialist, CERTIFIED FINANCIAL PLANNER™ Professional (US and Canada), and a NAPFA (National Association of Personal Financial Advisors) Registered Financial Advisor. He was named Top US Financial Advisor by Mutual Funds Magazine in 2001 and 2002. He lives in Arizona.view less

Books Authored

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  • Taxation of Americans in Canada: Are you at risk?

    Author Dale Walters
  • Buying Real Estate in the US: The Concise Guide for Canadians

    Author Dale Walters
  • Taxation of Canadians in America: Are you at risk?

    Author Dale Walters

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