HOME - Christopher Geldert, CA

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

Personal Life Insurance Planning

Blog, Life Insurance

Wondering which type of life insurance is right for you? This article breaks down what each option covers, how it works, and what it’s commonly used for—so you can feel confident protecting your family’s future.

Why an Advisor Makes a Difference in Net Returns Over DIY Investors

Blog, Investment

It’s a common question in recent times, especially in an age when technology and algorithms can make decisions at a fraction of the cost. Is it worth it to hire a financial advisor? Or is it better to save the fees and go for a DIY strategy?

2025 Ontario Budget

2025, Blog, Budget, Ontario Only

Ontario’s 2025 Budget keeps tax rates stable while introducing cost-of-living relief for families, growth incentives for businesses, and healthcare and housing support for retirees. With targeted measures to help manage inflation, support job creation, and respond to U.S. tariff pressures, this year’s budget provides new planning opportunities for Ontarians at every stage of life.