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.
Essential tips and tricks for paying less tax and keeping more of your retirement income
Blog, RetirementWhy you should buy mortgage insurance through your life insurance advisor
Blog, Insurance2022 Alberta Budget Highlights
2022, Blog2022 British Columbia Budget Highlights
2022 Only, BlogHaving Your Cake and Eating it Too
Blog, Estate Planning, Financial Planning, InvestmentTFSA versus RRSP – What you need to know to make the most of them in 2022
2022, Blog, RRSP, Tax Free Savings Account2022 Financial Calendar
2022, Blog, Financial PlanningPay Attention to your Beneficiary
Blog, Estate Planning2021 Personal Year-End Tax Tips
Blog, individuals2021 Year-End Tax Tips for Business Owners
2021, Blog, Business Owners, corporate