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.
Personal Tax Planning Tips – End of 2020 Tax Year
2020 Only, Blog, Charitable Gifting, Coronavirus, Coronavirus - Associates, Coronavirus - Practice Owners, Coronavirus - Retired, Coronavirus - Retiring, Coronavirus - Students, disability, Disability Insurance, Family, financial advice, Financial Planning, health benefits, pension plan, RDSP, Registered Education Savings Plan, RRSP, tax, Tax Free Savings AccountHow Many Wills Do I Need?
Blog, Estate PlanningApplications for the new Canada Emergency Rent Subsidy starts today!
Blog, Coronavirus, Coronavirus - Practice Owners10 Essential Decisions for Business Owners
Blog, Business Owners, Estate Planning, financial advice, Financial Planning, Group Benefits, health benefits, Insurance, Investment, taxDiversifying in Uncertain Times
Blog, Coronavirus, Coronavirus - Associates, Coronavirus - Practice Owners, Coronavirus - Retired, Coronavirus - Retiring, Estate Planning, Investment, Life InsuranceApplications for Canada Recovery Benefit now open!
2020, Blog, Coronavirus, Coronavirus - Associates, Coronavirus - Practice OwnersNew Canada Emergency Rent Subsidy | Wage Subsidy extended | CEBA additional $20,000 loan
2020, Blog, Coronavirus, Coronavirus - Practice OwnersApplications for Canada Recovery Sickness Benefit and Caregiving Benefit starts today!
Blog, Coronavirus, Coronavirus - Associates, Coronavirus - Practice Owners, Coronavirus - StudentsThe Difference between Segregated Funds and Mutual Funds
Blog, Business Owners, InvestmentPreparing Your Heirs for Wealth
Blog, Estate Planning, Family, financial advice, Financial Planning