Proud to be entering year 27 of assisting clients with their financial needs.
Greenfeld Financial Management receives tremendous satisfaction assisting you in achieving your wealth management goals. Jeff, Karen and Debbie enjoy developing a close relationship with you, our client and learning what is important to you, both personally and financially. Only by understanding your lifestyle, personal values and goals, are we able to assist you in establishing customized personal financial goals and objectives for your future.
After taking the time to understand your current financial situation and concerns, we work with you to create and manage
a customized strategy to meet these goals and track the progress. We will work with you to boost returns and reduce risk through disciplined re-balancing. In our five-step financial process, we will:
Review your current financial situation
Establish your financial objectives and goals
Determine your investment profile
Develop your customized strategy to meet the goals
Implement and monitor your progress
As an independent advisor licensed with HollisWealth, you not only have the advice of a financial planning advisor, you have access to an extended network of members, including Investment Analysts & Portfolio Managers, Tax and Accounting Specialists, and Estate Planning professionals.
If you are looking for an advisor-client relationship where trust, transparency, and experience are key,
call our office today at 604.940.8617.
As independent business owners, HollisWealth 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 HollisWealth, you’ll find an advisor who understands how to build your wealth – and is always ready to listen.
A member of iA Financial Group’s wealth management division, HollisWealth is one of Canada’s premier financial advisory networks with over 700 advisors across the country. With a focus on providing investment and financial strategies, HollisWealth offers individuals, families, and businesses fully integrated wealth solutions.
Learn more about iA Financial Group through this short video.
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 Hollis Insurance Agency. Only those services offered through HollisWealth, a division of Industrial Alliance Securities Inc. are covered by the Canadian Investor Protection Fund.