Cross-Border Expertise KeatsConnelly specializes in cross-border wealth management for Canadian and American clients, presenting opportunities to target expatriates, immigrants, and professionals seeking to move or invest across the US-Canada border.

Niche Market Focus With a clear focus on border-related financial planning and estate services, there's potential to offer supplementary products such as tax optimization, international insurance, and specialized investment solutions tailored to cross-border clients.

Recent Asset Sale Having sold its assets to Cardinal Point Wealth Management in early 2020, the company is now positioned for re-engagement with its former client base or through partnerships to expand its offerings in cross-border wealth management services.

Limited Scale and Revenue Operating with a small team and a modest revenue range, there are opportunities to develop scalable digital solutions, online advisory tools, or targeted marketing campaigns to attract high-net-worth individuals looking for bespoke cross-border financial planning.

Technology Utilization Utilizing platforms like WordPress and Marketo indicates an online presence and CRM capability. Enhancing digital engagement through tailored content, webinars, or virtual consultations could attract prospects interested in cross-border financial and tax planning services.