• Cgeldert@shaw.ca
(403) 620-8534
Christopher Geldert, CA
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2025 Year-End Tax Tips and Strategies for Business Owners

2025, Blog, Business Owners, Financial Planning, tax
As 2025 wraps up, it’s time for business owners to focus on smart year-end tax strategies. Learn how to manage cash flow, balance salary and dividends, and take advantage of deductions and credits before December 31.
December 2, 2025
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2025 Personal Year End Tax Tips

2025, Blog, Financial Planning, individuals, tax
The end of 2025 is the perfect time to get organized and take advantage of key tax-saving opportunities. From RRSPs and TFSAs to family credits and student benefits, these practical year-end tips can help you save money and prepare for tax season with confidence.
December 1, 2025
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2025 Federal Budget Highlights

2025, Blog, Business Owners, Estate Planning, Family, Financial Planning, incorporated professionals, individuals, Investment, mortgage, personal finances, Professional Corporations, Professionals, Retirees, Retirement, tax
The 2025 Federal Budget focuses on stability and long-term growth, with no new broad tax increases. Key updates include GST relief for first-time home buyers, new credits for caregivers, and expanded incentives for clean-tech and manufacturing investment. The budget also clarifies how the 21-year rule applies to trusts and delays the new bare-trust reporting requirements to 2026. Overall, the plan aims to balance fiscal discipline with practical support for Canadians and small businesses.
November 5, 2025
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OAS Clawback 2025: What Retirees Need to Know About the Recovery Tax

2025, Blog, Investment, pension plan, Retirees, Retirement
The OAS recovery tax in 2025 is based on Line 23400 income and can quietly claw back your benefit. Learn how the clawback works, how much you could receive, and what strategies can help reduce or avoid it—like pension splitting, using a TFSA, managing RRIF withdrawals, and tax-efficient investing.
August 15, 2025
https://chrisgeldert.ca/wp-content/uploads/2025/08/OAS-ClawbackFI.png 700 1200 Chris Geldert https://chrisgeldert.ca/wp-content/uploads/2020/05/christopherGeldertLogo5.png Chris Geldert2025-08-15 07:30:592025-08-15 07:32:00OAS Clawback 2025: What Retirees Need to Know About the Recovery Tax

2025 Ontario Budget

2025, Blog, Budget, Ontario Only
Ontario’s 2025 Budget keeps tax rates stable while introducing cost-of-living relief for families, growth incentives for businesses, and healthcare and housing support for retirees. With targeted measures to help manage inflation, support job creation, and respond to U.S. tariff pressures, this year’s budget provides new planning opportunities for Ontarians at every stage of life.
May 19, 2025
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2025 Ontario Tax Rates

2025, Blog, tax
2025 Ontario Tax Rates – Get the latest provincial and federal tax rates, including marginal rates, capital gains, and dividends. Stay informed and plan ahead!
May 2, 2025
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2025 British Columbia Tax Rates

2025, Blog, tax
2025 BC Tax Rates – Get the latest provincial and federal tax rates, including marginal rates, capital gains, and dividends. Stay informed and plan ahead!
May 1, 2025
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Tax Tips for Filing Your 2024 Income Tax Return

2025, Blog, financial advice, incorporated professionals, individuals, Investment, pension plan, personal finances, Professionals, tax
Get ahead of tax season! Discover what’s new for 2024—from increased CPP contributions and Home Buyers’ Plan changes to key deductions and credits. Maximize your refund and avoid costly mistakes.
April 15, 2025
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2025 Canadian Controlled Private Corporation Tax Rates

2025, Blog, tax
Stay updated on 2024-2025 Canadian corporate tax rates for CCPCs. Small business rates start at 9%, active business varies, and investment income is 38.7%.
March 5, 2025
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2025 Canada Money Facts

2025, Blog, tax
2025 Canada Money Facts – Get the latest TFSA, RRSP, FHSA, CPP, OAS, and RESP limits. Stay informed on savings, pensions, and benefits for the year ahead!
March 4, 2025
https://chrisgeldert.ca/wp-content/uploads/2025/03/Canada.png 667 1000 Chris Geldert https://chrisgeldert.ca/wp-content/uploads/2020/05/christopherGeldertLogo5.png Chris Geldert2025-03-04 07:00:492025-03-04 07:01:032025 Canada Money Facts
Page 1 of 212

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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.

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Tel: (403) 620-8534

E: Cgeldert@shaw.ca

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