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.
2023 Year-End Tax Tips and Strategies for Business Owners
2023, Blog, Business Owners, tax2023 Personal Year-End Tax Tips
2023, Blog, individuals, taxPrepare in Advance for Next Year’s Tax Filing
Blog, RDSP, Registered Education Savings Plan, Retirement, RRSP, tax, Tax Free Savings AccountTax Free Savings Account
Blog, Tax Free Savings AccountBasic Planning for Young Families
Blog, Family, Insurance, Life InsuranceWhat the Wealthy Know about Life Insurance
Blog, Life InsuranceProtecting Your Family
Blog, Life InsuranceDemystifying MER’s (Management Expense Ratio)
Blog, InvestmentThinking of Cancelling Your Life Insurance?
Blog, Life InsuranceWhen and Why You Should Conduct an Insurance Audit
Blog, Business Owners, Family, individuals, Life Insurance