Dale Walters, CPA, PFS, CFP
Small Business Owner, Cross Border Financial Advisor, and Author in Phoenix, Arizona
Dale is the former CEO and Chairman of KeatsConnelly, as well as the past President and CEO of Cross Border Tax & Accounting. He served high net worth Canadians looking to move to or invest in the US. The firm provides cross border wealth management, Canada-US tax preparation, and Canada-US portfolio management.
Dale is the author of Buying Real Estate in the US: The Concise Guide for Canadians and is a co-author of two books; Taxation of Canadians in America and Taxation of Americans in Canada.