Greenfeld Financial Management

Wealth management firm in Delta, BC

 As an independent, certified financial planner operating for 26 years in Delta, BC,
we are committed to providing you with:

 A comfortable, worry-free retirement 

No compromise on your standard of living

No fear of out living your wealth

Investment
Management

Custom designed investment portfolios to meet your goals and objectives

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Greenfeld Financial Management, Delta, BC
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What our Clients say about us

“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

iA Private Wealth is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates.

 

This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. 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 iA Private Wealth, 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. Only those services offered through iA Private Wealth are covered by the Canadian Investor Protection Fund.

 

Insurance products are provided through iA Private Wealth Insurance Agency which is a trade name of PPI Management Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund. 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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