Dale Walters

Mr. Walters is a partner and the CEO of Keats, Connelly and Associates, the largest cross-border wealth management firm in North America specializing in assisting Canadians and Americans realize their dreams of a cross-border lifestyle. Serving clients for over thirty years, Dale has twice been named one of the top financial advisors in the U.S. by Mutual Fund Magazine. As CEO of Keats, Connelly and Associates, Dale has led the firm to numerous awards, including Phoenix Chamber’s Impact award for Company Culture, the Alfred P. Sloan award for Workplace Flexibility, and the Better Business Bureau award for Ethics. Dale is a frequent speaker and author on financial planning and tax related issues. 

Dale is a former four-time World Heavyweight Karate Champion and fourth degree black belt in Judo. Dale and his wife Charlene live in Phoenix, Arizona and have two teenage children.

Bachelor of Science in Accounting, 1989

Arizona State University, Tempe, Arizona

Investment Adviser Certified Compliance Professional^sm (IACCP^sm), 2007

Center for Compliance Professionals

 

Certified financial planner™ (Canada), 2000

Financial Planners Standards Council of Canada

 

Personal Financial Specialist, 1996

American Institute of Certified Public Accountants

 

Certified Public Accountant, 1992

Arizona Board of Accountancy

 

Certified Financial Planner™ (U.S.), 1985

Certified Financial Planner Board of Standards, Inc.

 

Finalist for Phoenix Chamber of Commerce Small Business Person of the Year award, 2006

Top U.S. Financial Advisor – Mutual Funds Magazine, 2001 & 2002

National Association of Personal Financial Advisors