Retirement & Estate Planning
Retirement & Estate Planning
Retirement & Estate Planning
Retirement & Estate Planning
Retirement & Estate Planning
Retirement & Estate Planning
Retirement & Estate Planning
How we help you
How we help you
About Greenfeld Financial Management
About Greenfeld Financial Management
About Greenfeld Financial Management
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Jeffrey J. Greenfeld, Financial Planner and Insurance Advisor
Located in Delta, BC Tel: 604.940.8617
Helping families
Coordinate all your financial planning in one spot.
Helping small businesses
Save money while providing flexible health benefit plans for yourself and staff.
What our Clients say about us
R. Carter
Jeff was referred to me by a friend when I needed someone to complete my income tax preparation. We hit it off immediately and he was able to complete and file my return while I was in the office. Jeff suggested I have my doctor sign off on the disability tax credit (DTC) which I did. I was delighted to learn that it resulted in five years' worth of tax credits which I never would have received if Jeff had not mentioned it. I would highly recommend his income tax preparation services!
S. Tregoning
During an annual meeting, Jeff identified a gap in our wealth management strategy and strongly advised that we review our risk management as part of our financial planning. Together with an insurance specialist, Jeff’s team was able to implement a comprehensive life insurance, critical illness and disability strategy. Not only does it protect us from loss of income, but Jeff was able to customize the policies, so they fit our unique needs while saving money on our premiums. Lastly, Jeff’s suggestion to pay the premiums corporately rather than personally provided us with unique tax savings. I would definitely recommend him to others requiring income protection.
L. Buchholz
When my mother passed away, it was an emotional and stressful time for me, even more so since I was the Executor for her estate. When I met with Jeff’s team to process the paperwork required to distribute my mom’s accounts, they had all the paperwork ready for me to sign. The accounts had been set up in a way that the estate was able to avoid probate fees and allowed an easy path forward for distribution of the assets for the beneficiaries.
With Jeff’s assistance, I was able to settle the estate in a timely manner, allowing me to focus on my emotional well being and reduce my stress. His office also sent me a sympathy bouquet which was very thoughtful. I would highly recommend Jeff in the area of estate planning and taxation issues.