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.
What Is The Right Age To Purchase Life Insurance?
Blog, Finance“Final Pivot” – COVID-19 Emergency Benefits expire October 23rd, replaced by targeted supports
Blog, FinanceEstate Freeze
Blog, FinanceWhat Are The Benefits Of Opening A TFSA?
Blog, FinanceSuccession Planning for Business Owners
Blog, Business Owners, Business Succession, Business Succession Planning, FinanceIs Critical Illness Right for You?
Blog, Critical Illness InsuranceLife Insurance after 60- is it necessary?
Blog, Insurance, Life InsuranceHave You Overlooked Assets in Your Estate Planning?
Blog, Estate Planning, Financial PlanningFinancial Planning for Business Owners
Blog, Business Owners, corporate, Financial PlanningDon’t Qualify For Traditional Life Insurance? Consider These Options
Blog, Insurance, Life Insurance