• 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

Protecting Your Family

Blog, Life Insurance
Let’s face it, raising a family today can be financially challenging. The cost of living continues to increase, housing costs are rising along with education and extra-curricular activities for our children. It is tough to make ends meet and still have something left over at the end of each month. Most families today require both parents to work to afford the lifestyle they enjoy. Losing one of those incomes through premature death, illness or a disability is a real risk that many families would have a difficult time facing emotionally and financially.
September 1, 2023
https://chrisgeldert.ca/wp-content/uploads/2023/09/Protecting_your_family_2.width_.jpg 200 300 Chris Geldert https://chrisgeldert.ca/wp-content/uploads/2020/05/christopherGeldertLogo5.png Chris Geldert2023-09-01 09:58:552023-09-01 09:59:41Protecting Your Family

Demystifying MER’s (Management Expense Ratio)

Blog, Investment
Investing in a fund involves knowing its associated costs, and the Management Expense Ratio (MER) is a crucial factor to consider. The MER is a percentage of the total assets in the investment fund that covers the fund's operating and management costs. It's important to note that the MER is subtracted from your investment returns, so a higher MER will result in lower net returns for you. For example, if a fund's expenses amounted to 2% of its assets, its MER would be 2%. It's crucial to understand the MER of a fund to make informed investment decisions and ensure that you're getting the most value for your money. In this article and infographic, we will break down the various components of the MER to help you better understand it.
August 14, 2023
https://chrisgeldert.ca/wp-content/uploads/2023/08/MER.png 250 500 Chris Geldert https://chrisgeldert.ca/wp-content/uploads/2020/05/christopherGeldertLogo5.png Chris Geldert2023-08-14 07:00:512023-08-14 07:01:31Demystifying MER’s (Management Expense Ratio)

Thinking of Cancelling Your Life Insurance?

Blog, Life Insurance
Have you found yourself wondering if you really need that life insurance policy you pay for every month? You are not alone. As time goes on we often forget the reasons behind purchasing the amount and type of coverage we did. For this reason, it is advisable to have regular reviews to make sure you are adequately protected.
August 1, 2023
https://chrisgeldert.ca/wp-content/uploads/2023/08/thinking-of-cancelling-your-insurance.jpg 200 300 Chris Geldert https://chrisgeldert.ca/wp-content/uploads/2020/05/christopherGeldertLogo5.png Chris Geldert2023-08-01 09:54:392023-08-01 09:54:54Thinking of Cancelling Your Life Insurance?
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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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