• 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

Estate Planning for Blended Families

Blog, Estate Planning, Family
In today’s family, it is not unusual for spouses to enter a marriage with children from previous relationships. Parents work hard at getting these children to functionally blend together to create a happy family environment. Often overlooked is what happens on the death of one of the parents. In most cases, special consideration for estate planning is needed to avoid relationship loss and possibly legal action. Typically spouses leave everything to each other and when the surviving spouse dies, the remainder is divided amongst the children. The problem? Even with the best of intentions, there is no guarantee that the surviving spouse will not remarry and inadvertently disinherit the deceased’s children.
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July 4, 2022
https://chrisgeldert.ca/wp-content/uploads/2022/07/estate-planning-for-blended-families-4.jpg 340 533 Chris Geldert https://secureservercdn.net/166.62.107.20/kgw.f68.myftpupload.com/wp-content/uploads/2020/05/christopherGeldertLogo5.png Chris Geldert2022-07-04 14:34:452022-07-04 14:35:06Estate Planning for Blended Families

The Six Steps to Financial Planning

Blog, Finance, Financial Planning
A certified financial planner is trained to focus on all aspects of your finances – everything from your taxes to retirement savings. The six steps to financial planning are: • Meeting your financial planner • Determining your goals and expectation • Reviewing your current financial state • Developing a financial plan • Implementing a financial plan • Monitoring the plan A certified financial planner will develop a plan that works for you both today and in the future.
June 20, 2022
https://chrisgeldert.ca/wp-content/uploads/2022/06/The-six-steps-to-financial-planning.jpg 281 500 Chris Geldert https://secureservercdn.net/166.62.107.20/kgw.f68.myftpupload.com/wp-content/uploads/2020/05/christopherGeldertLogo5.png Chris Geldert2022-06-20 13:22:352022-06-20 13:22:35The Six Steps to Financial Planning

A Lifetime Gift for Your Grandchildren The Cascading Life Insurance Strategy

Blog
If you are a grandparent wishing to provide an asset for your grandchildren without compromising your own financial security, you may want to consider an estate planning application known as Cascading Life Insurance.
June 2, 2022
https://chrisgeldert.ca/wp-content/uploads/2022/06/A-lifetime-gift-for-your-grandchildren.jpeg 750 1125 Chris Geldert https://secureservercdn.net/166.62.107.20/kgw.f68.myftpupload.com/wp-content/uploads/2020/05/christopherGeldertLogo5.png Chris Geldert2022-06-02 11:09:052022-06-02 11:09:05A Lifetime Gift for Your Grandchildren The Cascading Life Insurance Strategy
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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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