Estate planning is essential at any stage of life.
Author Archive for: chris
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Entries by chris
Understanding what your company pension plan offers can help you determine how to make the most of all your retirement savings options.
All life insurance is designed to provide your loved ones with financial security when you die. When you buy a permanent life insurance policy, both the premium and benefit are typically guaranteed for the rest of your life.
Find out how you can manage risk in your portfolio by selecting a mix of investments to suit your risk tolerance, time horizon and financial goals.
Long-term care insurance provides financial protection for you and your family to help cover the cost of care, if you are unable to care for yourself.
RRSPs are a great way to save for your retirement. A registered retirement savings plan can help you achieve financial stability for later life.
Consolidating your savings can make managing your investments simpler and less stressful, and may mean more money for your retirement.
Saving for education isn’t as difficult as you might think with a registered education savings plan. Starting an RESP early is a great way to plan for your child’s education.
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About Chris Geldert
Recognizing the difficulties navigating corporate structures and the insurance world I specialize in assisting business owners protect, realize and transfer the value of their business. I focus and guiding owners through the process, working with their various professionals, ensuring solutions are implemented to properly manage the risks and maximize the benefits. Above all I work to earn your business.