Strategy
Cross-Border Wealth Manager Chooses RBC For Custody

Keats,
Connelly and Associates, a wealth management firm with
approximately $265
million under advisement, has selected RBC Advisor Services’
custody platform.
One
of the largest cross-border wealth management firms in North
America, Keats specializes
in US-Canada cross-border issues. RBC’s custody platform will
give it access to
a full-service broker-dealer and wealth management platform,
widening the range
of products and services for its high net worth clients.
RBC
Advisor Services, a division of RBC Capital Markets, provides
custodian,
brokerage and wealth management products to financial advisors
serving high net
worth clients.
Keats,
Connelly and Associates has offices in Arizona and Florida.