• 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

The Best Way to Insure Your Mortgage

Blog, Life Insurance, mortgage
If you have a mortgage, it makes good sense to insure it. Owning a debt-free home is an objective of any sound financial plan. In addition, making sure your mortgage is paid off in the event of your death will benefit your family greatly. The question is, should you purchase this coverage through your lending institution or from a life insurance company? A good rule of thumb to follow when searching for advice? Ask an expert! So, while it might be convenient when completing the paper work for your new mortgage to just sign one more form, be aware that it might be a costly decision.
May 1, 2023
https://chrisgeldert.ca/wp-content/uploads/2023/05/the-best-way-to-insure-your-mortgage.jpeg 750 1125 Chris Geldert https://chrisgeldert.ca/wp-content/uploads/2020/05/christopherGeldertLogo5.png Chris Geldert2023-05-01 08:00:152023-05-01 08:00:29The Best Way to Insure Your Mortgage

Tax Tips You Need To Know Before Filing Your 2022 Taxes

2023, Blog, disability, tax
It’ll be time to file your 2022 taxes soon, and you must take advantage of every tax credit and deduction you can! Our article covers the following: • Canada Workers Benefit. • Claiming home office expenses. • The tax deduction for zero-emissions vehicles. • Return Of Fuel Charge Proceeds To Farmers Tax Credit. • Eligible Educator School Supply Tax Credit.
April 3, 2023
https://chrisgeldert.ca/wp-content/uploads/2023/04/Tax-tips-2022.png 250 500 Chris Geldert https://chrisgeldert.ca/wp-content/uploads/2020/05/christopherGeldertLogo5.png Chris Geldert2023-04-03 12:25:352023-04-03 12:25:45Tax Tips You Need To Know Before Filing Your 2022 Taxes

Whole Life Insurance – A Whole New Asset Class

Blog, Investment, Life Insurance
The recent developments in investment markets and the volatile performance that has resulted have brought about a new appeal to an old workhorse. For investors looking for a diversification in their investment portfolio and a more tax-efficient fixed income investment alternative, a compelling argument can be made for the use of Whole Life Insurance.
April 1, 2023
https://chrisgeldert.ca/wp-content/uploads/2023/04/Whole-Life-a-Whole-New-Investment-Class3.jpeg 199 300 Chris Geldert https://chrisgeldert.ca/wp-content/uploads/2020/05/christopherGeldertLogo5.png Chris Geldert2023-04-01 08:00:382023-04-01 08:00:50Whole Life Insurance – A Whole New Asset Class
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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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