Financial Horizons
Chris Geldert, CPA, CA, CLU, CEA, is an experienced Insurance and Tax Planning Advisor at Financial Horizons since December 2013, leveraging over 8 years of expertise in tax and estate planning from previous roles at large insurers and as an independent advisor. Prior experience includes positions at Daystar Financial Group Inc. as a Tax and Estate Planner, Transamerica Life Canada as a Tax and Estate Planning Specialist, Standard Life as an Advanced Case Consultant, and PwC as a Taxation Manager. Chris holds a Management degree with a focus on Accounting from the University of Lethbridge, completed in 1997.
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