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.
Estate Planning for Blended Families
Blog, Estate Planning, FamilyThe Six Steps to Financial Planning
Blog, Finance, Financial PlanningA Lifetime Gift for Your Grandchildren The Cascading Life Insurance Strategy
Blog1 in 3 Canadians Will Become Disabled Before the Age of 65
Blog, disability2022 Ontario Budget Highlights
2022, 2022 Only, BlogGet Your Corporate Dollars Doing Double Duty
Blog, Business Owners, corporate2022 Federal Budget Highlights
Blog, Insurance, Investment2021 Income Tax Year Tips
Blog, taxEstate Planning for Business Owners
Blog, Business Owners, Estate Planning, Family, Life InsuranceEssential tips and tricks for paying less tax and keeping more of your retirement income
Blog, Retirement