Proud to be entering year 27 of assisting clients with their financial needs.
About Greenfeld Financial Management
We know how worrisome it is when you don’t have a clear path to your financial freedom. Perhaps its debt weighing you down or you can’t figure out a way to purchase your new home. Maybe you don’t know if you have enough money to retire early.
It can make you lose sleep, become stressed out and distracted from the other important things in life.
There always seems to be another task or project that needs attention, delaying your chance of creating the retirement life you want. But the longer you delay, the less chances you have of making those dreams come true.
Coming up with a financial plan for your future takes time, knowledge and the commitment to put it together.
At Greenfeld Financial Management, we’ve spent 27 years helping hundreds of people like you. We helped them plan for the exact kind of retirement life they envisioned. The kind where they don’t have to worry about how they can pay bills during retirement, fund their next holiday or buy their next car.
We have the experience to help you succeed!
Our three simple steps will put you on the road to the financial freedom you desire:
Determine the future you want
Implement a plan
See the results
You can have the future you envision:
Your dream kitchen
A brand new car
Yearly vacations to exotic places
A university education for your kids
Your financial circumstances are unique to you. No two clients are the same.
Together, we will create a financial plan and strategy that meets your goals and is unique to you.
Don’t lose another nights’ sleep or continued stress over your finances.
Greenfeld Financial Management receives tremendous satisfaction assisting you in achieving your wealth management goals.
If you are looking for an advisor-client relationship where trust, transparency, and experience are key, we can help.
Call now to book your appointment - 604.940.8617
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About iA Private Wealth
As independent business owners, iA Private Wealth advisors are fully invested in you. We know what it takes to be an entrepreneur and will work with you to create a plan that fits your unique business needs and goals. At iA Private Wealth, you’ll find an advisor who understands how to build your wealth – and is always ready to listen.
With a focus on providing investment and financial strategies, iA Private Wealth offers individuals, families, and businesses fully integrated wealth solutions.
Meet The Team
Born and raised in Winnipeg, Jeff attended the University of Manitoba then moved to Vancouver in November 1979 to work in various industries including food and beverage. As Business Owner and Chief Executive Officer for over 15 years, Jeff's diversified background includes experience in the areas of importing, manufacturing, distribution, marketing, sales and service on a local, national and international level. In 1994, he switched careers and became licensed in the investment and insurance industry. Jeff currently resides with his wife in Tsawwassen, BC and enjoys travelling, dining out, and relaxing at their cabin near Mt. Baker in the state of Washington.
Karen has been a Ladner resident for around 22 years and has worked for Greenfeld Financial Management for 14 of those years. Karen has worked in a number of industries including publishing, high tech, and investor relations. Karen has a Marketing degree from BCIT, and a Web Publishing Diploma from Langara. Karen enjoys holidaying with her daughters and husband in Europe, reading, skiing and hiking. She has recently taking up the sport of pickleball with her girlfriends and is looking forward to using her recently acquired stand up paddle board! She is lucky to live 3 blocks from our office and quite often runs into clients on the way to work.
Debbie is a recent addition to the Greenfeld Financial team. Born in Wales, Debbie recently moved to Tsawwassen where she lives with her youngest daughter. Prior to being our Administrative Assistant, Debbie worked in children’s education and television. Debbie has a small home décor business she runs out of her home when she is not busy with her two dogs, two cats and turtle. Besides travelling to her favourite place – Cuba, Debbie enjoys hiking, exploring Tsawwassen with her dogs, day tripping and spending time with her three daughters, granddaughter and son.
*Insurance products provided through HollisWealth Insurance Agency. Only those services offered through iA Private Wealth are covered by the Canadian Investor Protection Fund. Financial Planner, Financial Planning, Investment Advisor, Financial Planner in Delta BC, Financial Planner in Ladner, BC, Insurance Advisor in Ladner, BC