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
Jeffrey J. Greenfeld, CFP®, Investment Advisor & Financial Planner
Located in Delta, BC Tel: 604.940.8617
Proud to be in our 30th year of assisting clients with their financial needs.
Investment Advisor: Jeffrey J. Greenfeld, CFP®, EPC, RIS
Get to know Jeffrey
As Senior Wealth Advisor and owner of Greenfeld Financial Management, I started my first business in my early 20s after attending university and doing some traveling abroad. After owning a restaurant supply company, I knew that being an entrepreneur was what I wanted to do. I enjoy building client relationships, providing solutions to my client’s needs, and helping them succeed.
I know how worrisome it can be when you don’t have a clear path to your financial freedom. Perhaps debt is 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 be distracted from the other important things in life.
Coming up with a financial plan for your future takes time, knowledge, and the commitment to put it together. Together with my team, we act as your financial partner and help narrow down the financial problem you are trying to solve, then come up with a clear path to help solve it.
This year I am pleased to be celebrating 30 years of assisting my clients in South Delta and surrounding areas with their wealth management needs. I have thoroughly enjoyed meeting members of the South Delta community, acting as my clients’ financial partner, and building a life in this part of the world. If you are looking for an advisor-client relationship where trust, transparency, and experience are key, we can help.
My Designations
In December of 1998, I received my Certified Financial Planner Designation from the Financial Standards Planning Board. The CFP certification is considered the standard for investment advisors worldwide. As a CFP, I complete 25 hours of education annually, ensuring that you - the client - are always kept up to date on the latest financial strategies, products and services.
As an Elder Planning Counselor, I understand the issues, trends and needs that are unique to seniors. I provide guidance and assistance with the elder’s best interests in mind, while respecting their circumstances and confidentiality.
Most Canadians are interested in investing in products and services that align with their core values. As such, I recently became a Responsible Investment Specialist (RIS). Together, we will create a financial plan and strategy that meets your goals and is unique to you – whether it is investing in low carbon emissions, clean energy, or weapons-free. Socially responsible investing at its core, are investments that at the end of the day, are returns-focused, but have the benefit of also producing positive impacts.
Call me today to start the conversation about your financial goals
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 spending time with his extended family in BC and Manitoba.
Karen has been a Ladner resident for around 24 years and has worked for Greenfeld Financial Management for 17 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 4 blocks from our office and quite often runs into clients on the way to work.
Filip joined Greenfeld Financial in the fall of 2023 and has been a proud British Columbian for over 25 years. He has a Bachelor of Business Administration degree from Simon Fraser University with a focus on Finance and Accounting. He enjoys traveling with his friends and family, spending time playing tennis and recreational sports in his free time, and loves to read books. Filip plans on completing his Canadian Securities license (CSC) in the coming months to one day fulfill his dream of becoming a financial planner. He is looking forward to getting to know our clients and working with Jeff and Karen in helping them meet their financial goals.
*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. Financial Planner, Financial Planning, Investment Advisor, Financial Planner in Delta BC, Financial Planner in Ladner, BC, Insurance Advisor in Ladner, BC
Jeffrey Greenfeld,
CFP®, EPC, RIS
Investment Advisor, iA Private Wealth
Insurance Advisor*, iA Private Wealth Insurance Agency
Karen Taipalus
Business/Marketing Diploma
Associate, Business Development and Marketing
Filip Ostojic
BBA - Finance and Acct.
Administrative Assistant
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.