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Dale Walters

Dale Walters is partner and CEO of Keats Connelly, the largest North American cross-border wealth management firm. He hold a BS in Accounting, and 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 Planner by Mutual Funds Magazine in 2001 and 2002.

  Books by Dale Walters

America is Taxing Canadians!
Are YOU at risk?
by Dale Walters
Release Date: September 2012
CDN$ 19.95 (paperback)
Self-Counsel Press

Buying Real Estate in the US
The Concise Guide for Canadians
Cross-Border Series
by Dale Walters
Release Date: September 2016
CDN$ 19.95 (paperback)
Self-Counsel Press

See all books by Dale Walters


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