Greenfeld Financial Management

 Greenfeld Financial Management is your professional financial planning centre, licensed under
HollisWealth®, a division of Industrial Alliance Securities Inc. With 25 years in business, we have the knowledge and experience to assist you with all your financial planning needs. 

Our commitment to you:
To provide you with a comfortable worry-free retirement
No compromise on your standard of living
No fear of outliving your wealth

Cash Flow
Management

Cash flow strategies to assist you in prioritizing your spending.

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“We have been very pleased with Jeff’s service and professional advice relating to our various accounts and he has been most helpful with our transition to retirement. Jeff is very thorough, approachable and keeps in regular contact with us.” 
X. & B. Abrioux

"Jeff has been our financial planner for approximately ten years. Due to my hectic travel schedule, I am not always able to monitor my financial investments frequently enough or keep myself up-to-date on the latest tax savings strategies. Luckily, Jeff is able to accommodate my schedule and always meets with us at our home, making it extremely convenient for my wife and me to conduct annual reviews, rebalance our portfolios and provide RRSP loans as needed." 
A. Ohashi

“Jeff suggested a critical illness (CI) policy to cover any unforeseen illnesses as I aged. My RIF payment covers the premiums, so I am not out of pocket which is great. I get back all the money I paid at age 75 if I don’t make a claim! It gives me peace of mind and I don’t need to worry.”
S. Peerenboom

HollisWealth® is a division of Industrial Alliance Securities Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.

 

This is not an official website or publication of HollisWealth and the information and opinions contained herein do not necessarily reflect the opinion of HollisWealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by Industrial Alliance Securities Inc., its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered.

 

Insurance products provided through Hollis Insurance Agency. Travel insurance products provided through multiple carriers. Mortgage services provided by referral.
 

The content of this website is provided for information purposes only. No legal liability or other responsibility is accepted by or on behalf of Greenfeld Financial Management for any errors, omissions, or statements on this site, or any site to which these pages connect. Greenfeld Financial Management accepts no responsibility for any loss, damage or inconvenience caused as a result of reliance on such information.  Google My Business Page

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©2019 Greenfeld Financial Management

Suite 205, 4841 Delta Street
Delta, BC Canada V4K 2T9

Tel: 604.940.8617
Fax: 604.940.8561

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