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.
Ontario 2023 Budget Highlights
Blog, Business Owners, individuals, Ontario Only, taxEstate Equalization for Family Business Owners
Blog, Business Owners, Estate PlanningAlberta 2023 Budget Highlights
Blog, Business Owners, corporate, Family, financial advice, Financial Planning, Retirement, taxBritish Columbia 2023 Budget Highlights
Blog, Business Owners, corporate, Family, financial advice, Financial Planning, incorporated professionals, individuals, personal finances, Retirement, taxTFSA versus RRSP – What you need to know to make the most of them in 2023
2023, Blog, RRSP, Tax Free Savings AccountIs the Life Insurance Industry in Canada Stable?
Blog, Insurance, Life InsuranceDon’t Wait Too Long to Convert Your Term Insurance
Blog, Insurance, Life Insurance2023 Financial Calendar
2023, Blog, Financial Planning, Retirement, RRSP, Tax Free Savings Account2022 Year End Tax Tips and Strategies for Business Owners
2022, 2022 Only, Blog, Business Owners, Financial Planning, tax2022 Personal Year-End Tax Tips
2022 Only, Blog, individuals