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.
The Difference between Segregated Funds and Mutual Funds
Blog, Business Owners, InvestmentPreparing Your Heirs for Wealth
Blog, Estate Planning, Family, financial advice, Financial PlanningThrone Speech: Recovery Plan Highlights
Blog, Coronavirus, Coronavirus - Associates, Coronavirus - Practice Owners, Coronavirus - Students, disabilityInsurance Planning for Business Owners
Blog, Business Owners, Buy Sell, corporate, Disability Insurance, Group Benefits, health benefits, Insurance, Life Insurance, Travel InsuranceCEBA extended to October 31st. Expanded to include more businesses.
2020 Only, Blog, Coronavirus, Coronavirus - Practice Owners, DebtJuvenile Critical Illness with Return of Premium – Protection if you need it. A refund if you don’t.
Blog, Critical Illness Insurance, FamilyCERB transitions to NEW Recovery Benefits and EI
2020, Blog, Coronavirus, Coronavirus - Associates, Coronavirus - Practice Owners, Coronavirus - Retired, Coronavirus - Retiring, Coronavirus - StudentsDetails of the EXPANDED Canada Emergency Wage Subsidy
2020 Only, Blog, Coronavirus, Coronavirus - Practice OwnersAccessing Corporate Earnings
Blog, Business Owners, corporate, Life InsuranceHow Will COVID-19 Impact the Insurance Industry?
Blog, Coronavirus, Coronavirus - Associates, Coronavirus - Practice Owners, Insurance, Life Insurance