About Chris Geldert, CA

My focus is simple: help business owners and other high net worth individuals create, protect and transfer wealth through the use of the various insurance instruments available in Canada.

I am excited to join the Financial Horizons family and to help continue providing the first class resources advisors should come to expect from their MGA. Taking the experience I acquired over 8+ years working in the tax and estate planning role with two large insurers and several years as an independent advisor I work to bridge the gap between the client’s professional advisors. My focus is simple: help business owners and other high net worth individuals create, protect and transfer wealth through the use of the various insurance instruments available in Canada.

  • Discovery

    I work with you to identify opportunities to help your clients.

  • Plan

    I educate you on strategies that can help your clients:

    • Increase their Personal Wealth
    • Save on Tax
    • Transfer Wealth
    • Protect Wealth

    I put together the solutions and be the expert on your team.

  • Underwriting

    Underwriting can be complicated.

    • We do all the follow up to help the case through smoothly including the financial underwriting.
  • Review

    We regularly review plans with you to ensure the strategies we’ve implemented continue to meet your client’s situation.