HOME - Christopher Geldert, CA

Business Owners

Strategies to help increase your personal cash flow, keep key employees and protect your business.

Incorporated Professionals

Strategies to help increase your personal cash flow and protect your practice.

Families

I provide strategies to help families to accumulate and protect your wealth.

Insurance

Protecting what matters most for your peace of mind.

Latest News

8 Reasons You Should Do Business Succession Planning in Canada

Blog, Business Owners, Estate Planning

Succession planning is essential for businesses worldwide, but certain aspects make it particularly important in the Canadian context. Here are eight compelling reasons why business succession planning is crucial in Canada

Understanding Taxes Payable at Death in Canada

Blog, Estate Planning, financial advice, tax

Discover how taxes impact your estate in Canada and explore strategies to minimize the burden. Learn how to manage earned income, deemed disposition, and withdrawals at death to preserve your legacy.

Navigating Tax Deductions for Life Insurance Premiums

Blog, Insurance, Life Insurance

Considering that the proceeds of a life insurance policy are received tax-free upon the death of the life insured, it is not surprising that the premiums for the policy are not tax deductible. There are two circumstances, however, where premiums would be deductible for income tax purposes...