The Border Guide

The ULTIMATE GUIDE to Living, Working and Investing Across the Border

by Mr. Robert Keats, CFP®, RFP, MSFP
Robert Keats
Mr. Robert Keats

The Border Guide was written by Bob Keats, founder of KeatsConnelly. Bob is also the author of A Canadian’s Best Tax Haven: The US / Take Your Money and DRIVE!

The Border Guide has sold over 80,000 copies, and with its estimated 3 to 1 pass around rate, is projected to have been read by more than 240,000 Canadians. It is considered the definitive and comprehensive cross-border financial planning tool for Canadians living, working and investing in the United States. To date each edition has been a Canadian best seller. Because both Canadians and US citizens comfortably cross the border to temporarily reside, work or invest in a bordering country, they also incorrectly assume the laws governing investment, taxation and immigration are similar in both the US and Canada. Bob is a Certified Financial Planner™ professional in both the US and Canada. He wrote The Border Guide for Canadians and Americans to enable them to live the most amazing cross-border lifestyle, free from worry about each country’s tax and immigration services, when considering some form of permanent or temporary residency in the US and Canada simultaneously. Whether this cross-border lifestyle is for retirement, vacation reasons, employment, business or a permanent move across the Canada/US border, The Border Guide will also prove useful for US citizens living in or moving to Canada or US Citizens married to Canadians.  It is the leading step-by-step guide to help you transact your cross-border business affairs with competence.

The Border Guide helps Canadians and US Citizens alike avoid the unpleasant surprises that can arise when conducting basic financial transactions or buying real estate across the border. The book is also of particular value to Canadians who intend to invest or do business in the US or vice versa.

The Border Guide covers the following topics:

  • Crossing the border quickly and stress free in either direction
  • Eliminating the need to count the days spent in either the US or Canada
  • How to Beat the Exchange Rate Blues
  • Cross-Border Tax Planning
  • Non-Resident Estate Planning
  • Getting full access to both the Canadian and US medical systems
  • An Investor's Guide to the United States
  • Canadians Moving to the United States or vice versa
  • Canadian versus US Taxation Policies
  • Returning residents to Canada from the US
  • Investing as US resident
  • The Art of Double Dipping - US and Canadian Social Security
  • How Small Business Owners Can Reap Huge Rewards
  • Choosing a Cross-Border Planning Professional