• Cgeldert@shaw.ca
(403) 620-8534
Christopher Geldert, CA
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Managing your risk. Managing your risk. Managing your risk.

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

2022 Financial Calendar

2022, Blog, Financial Planning
Looking for an "at a glance" document covering all the important dates you need to know to stay on track with your financial planning in 2022? Our 2022 financial calendar (which you can easily bookmark or print out) makes sure you're always in the loop! It lists important dates, including: • Payments dates for the Canada Child Benefit, CPP, OAS, and the GST/HST credit. • When TFSA contribution room starts again. • Tax filing deadlines. • Charitable contribution deadlines and the last day to contribute to registered investment accounts. • When the Bank of Canada interest rate announcements are.
January 4, 2022
https://chrisgeldert.ca/wp-content/uploads/2022/01/2022.png 281 500 Chris Geldert https://secureservercdn.net/166.62.107.20/kgw.f68.myftpupload.com/wp-content/uploads/2020/05/christopherGeldertLogo5.png Chris Geldert2022-01-04 07:00:002022-01-04 08:09:092022 Financial Calendar

Pay Attention to your Beneficiary

Blog, Estate Planning
Naming a beneficiary is a valuable feature of life insurance and segregated funds policies so it is important to carefully choose your beneficiaries.
January 1, 2022
https://chrisgeldert.ca/wp-content/uploads/2022/01/Pay-attention-to-your-beneficiary-design.jpg 340 510 Chris Geldert https://secureservercdn.net/166.62.107.20/kgw.f68.myftpupload.com/wp-content/uploads/2020/05/christopherGeldertLogo5.png Chris Geldert2022-01-01 09:00:002022-01-01 10:06:09Pay Attention to your Beneficiary

2021 Personal Year-End Tax Tips

Blog, individuals
The end of 2021 is quickly approaching – which means it’s time to get everything in order, so you’re ready when it comes time to file your taxes. We’ve broken this article into the following sections to make it easy to find the tax tips you’re looking for: • Individuals, including details on COVID-19 benefits and important tax credits. • Investment considerations, including how to best contribute to TFSAs, RRSPs, and RDSPs. • Families, including how to claim childcare expenses and make the most of RESPs. • Retirees, including essential details about applying for CPP and OAS.
December 7, 2021
https://chrisgeldert.ca/wp-content/uploads/2021/12/2021-Personal-tax-tips-revised.png 281 500 Chris Geldert https://secureservercdn.net/166.62.107.20/kgw.f68.myftpupload.com/wp-content/uploads/2020/05/christopherGeldertLogo5.png Chris Geldert2021-12-07 15:30:262021-12-07 16:42:082021 Personal Year-End Tax Tips
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Chris Geldert CPA, CA, CLU, CEA

Navigating corporate structures and the insurance world can be difficult. I specialize in assisting business owners protect, realize and transfer the value of their business and corporate wealth. I guide owners through the process and work with their various professionals to ensure solutions implemented properly manage risks and maximize benefits. Above all, I work to earn your business.

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Contact Me

Tel: (403) 620-8534

E: Cgeldert@shaw.ca

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