Chris Geldert
CPA, CA, Tax & Estate Consultant
Chris received his Chartered Accounting designation in 2000 and completed the Canadian Institute of Chartered Accountants In-Depth Tax Course. He was a tax manager with a major accounting firm, specializing in tax planning for high-net worth individuals. In 2003 Chris joined the insurance world as a Tax & Estate Planning professional; first with Standard Life and later Transamerica Life Canada.
In this role he specialized in assisting advisors develop and implement insurance related strategies specific to business owners and other high-net worth individuals. Chris became an independent insurance advisor in 2012 and is licensed from B.C. to Ontario.
As an independent licensed advisor, Chris continues to develop and implement strategies to create, protect and transfer wealth for business owners and other high-net worth individuals. Chris provides the technical accounting background for our Insure Wealth Group Inc. clients.