Dale Waters is partner and CEO of Keats Connelly, the largest North American cross-border wealth management firm. He holds a BS in Accounting, is a Certified Public Accountant, Personal Financial Specialist, CERTIFIED FINANCIAL PLANNER Professional (US and Canada), and a NAPFA Registered Financial Advisor. He was named Top US Financial Advisor by Mutual Funds Magazine in 2001 and 2002. Sally Taylor is a partner and the Director of Financial Planning at KeatsConnelly. She holds a BS in Accounting, an MS in Financial Planning, is a US Certified Public Accountant (CPA), Personal Financial Specialist (PFS), and CFP Professional in the US. Sally lives in Arizona.David Levine is a partner and an International Tax Manager at KeatsConnelly. He has a degree in Accounting, is a Canadian Chartered Accountant (CA), and a US Certified Public Accountant (CPA). David lives in Florida."