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.
When and Why You Should Conduct an Insurance Audit
Blog, Business Owners, Family, individuals, Life InsuranceCan Probate be Avoided?
Blog, Estate PlanningDo you have enough for retirement?
Blog, pension plan, Retirees, Retirement, RRSP, Tax Free Savings AccountFirst Home Savings Account (FHSA): What You Need to Know
Blog, InvestmentThe Case for Life Insurance
Blog, Life InsuranceThe Best Way to Insure Your Mortgage
Blog, Life Insurance, mortgageTax Tips You Need To Know Before Filing Your 2022 Taxes
2023, Blog, disability, taxWhole Life Insurance – A Whole New Asset Class
Blog, Investment, Life InsuranceFederal Budget 2023 Highlights
2023, Blog, Business Owners, dental benefits, Family, Financial Planning, individualsOntario 2023 Budget Highlights
Blog, Business Owners, individuals, Ontario Only, tax