Greenfeld Financial Management
Wealth management firm in Delta, BC for 28 years
As an independent wealth management firm,
we are committed to providing you with an exceptional client experience.
We educate, support, and partner with you at each life stage of your financial journey with personalized strategies designed to help you invest responsibly and in a way that aligns with your core values.
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What our Clients say about us
Jeff has been our financial advisor for over 20 years. Now that we are approaching our retirement years, we requested Jeff’s guidance to clarify our retirement income needs and secure our financial future.
Jeff provided us with a retirement income projection summary, and cash flow projections based on various retirement options and his recommendations going forward.
After reviewing our options, we realized our plan needed some adjustments.
The updated plan has allowed us to stop worrying about our retirement income so we could focus our attention on enjoying our golden years. I would highly recommend Jeff and his financial planning team to anyone looking for financial assurance and guidance.
Mukul and Anita
During an annual meeting, Jeff identified a gap in our wealth management strategy. As a small business owner, a loss of income due to illness, disability, or pre-mature death would be a hardship for our family, so Jeff 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. Having these policies in place provides us with peace of mind we did not have before. I would definitely recommend him to others requiring income protection.
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.