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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

Succession Planning for Business Owners

Blog, Business Owners, Business Succession, Business Succession Planning, Finance
Business owners deal with a unique set of challenges. One of these challenges includes succession planning. A succession plan is the process of the transfer of ownership, management and interest of a business. When should a business owner have a succession plan? A succession plan is required through the survival, growth and maturity stage of a business. All business owners, partners and shareholders should have a plan in place during these business stages.
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September 13, 2021
https://chrisgeldert.ca/wp-content/uploads/2021/09/Slide3-1-1.jpeg 810 1440 Chris Geldert https://secureservercdn.net/166.62.107.20/kgw.f68.myftpupload.com/wp-content/uploads/2020/05/christopherGeldertLogo5.png Chris Geldert2021-09-13 14:38:082021-09-13 14:41:07Succession Planning for Business Owners

Is Critical Illness Right for You?

Blog, Critical Illness Insurance
It is probably the most disturbing news an individual can receive during a routine checkup: you have a critical illness and you must receive treatment for it. Thankfully, Canadians have access to healthcare and can receive treatment without spending an arm and a leg out of pocket. But what if the doctor’s orders also require taking a significant leave from work, leading to income loss? Or what if the rare but recommended treatment requires expensive travel to a clinic across the continent or even out of the country?
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September 1, 2021
https://chrisgeldert.ca/wp-content/uploads/2021/09/critical-illness-image.jpg 200 300 Chris Geldert https://secureservercdn.net/166.62.107.20/kgw.f68.myftpupload.com/wp-content/uploads/2020/05/christopherGeldertLogo5.png Chris Geldert2021-09-01 16:15:202021-09-01 16:19:26Is Critical Illness Right for You?

Life Insurance after 60- is it necessary?

Blog, Insurance, Life Insurance
You may have had life insurance for as long as you can remember. You knew it was important to make sure that your family would be taken care of and be able to pay their bills if anything happened to you. But now that you’re over 60, your children are grown, and your mortgage is paid off, you may feel you don’t need life insurance anymore. However, there are some circumstances under which it may still make sense for you to have life insurance: • You still have substantial debt. • You have dependent children or grandchildren. • You want to be able to leave a financial legacy.
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August 11, 2021
https://chrisgeldert.ca/wp-content/uploads/2021/08/Life-Insurance-after-60.jpg 281 500 Chris Geldert https://secureservercdn.net/166.62.107.20/kgw.f68.myftpupload.com/wp-content/uploads/2020/05/christopherGeldertLogo5.png Chris Geldert2021-08-11 06:03:052021-08-11 06:07:08Life Insurance after 60- is it necessary?

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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