Sally Taylor


Sally is the Director of Financial Planning and a senior planner with KeatsConnelly, the largest cross-border wealth management firm in North America specializing in helping Canadians and Americans realize their dreams of a cross-border lifestyle. Sally has provided comprehensive financial advisory services in family offices and with KeatsConnelly for over 20 years. She is a frequent speaker on US-Canada financial planning and tax related issues and is a co-author of Taxation of Canadians in America: Are you at Risk? Sally handles clients’ financial and tax planning and helps their comprehensive cross-border and domestic financial affairs.