Proud to be entering year 29 of assisting clients with their financial needs.
Investment Advisor: Jeffrey J. Greenfeld, CFP®
Get to know Jeffrey
As owner of Greenfeld Financial Management, I started my first business in my early ‘20s after attending university and doing some travelling 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.
This is now my 29th year of being an investment and insurance advisor in the community of South Delta. I 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.
Coming up with a financial plan for your future takes time, knowledge and the commitment to put it together. Together with my team, I will 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. If you are looking for an advisor-client relationship where trust, transparency, and experience are key, we can help.
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.
Melissa joined Greenfeld Financial in the spring of 2021 and has been a resident of Ladner for around 25 years. She has a Bachelor of Business Administration with a focus on business management, as well as a marketing diploma from Langara college. Melissa enjoys vacationing with her family, spending time at Vancouver's numerous beaches with her friends, and spending time poolside in her family's backyard. Melissa is focusing on growing her career in the financial industry by enrolling in finance-related courses. She will continue to work at Greenfeld Financial while pursuing her CFP designation.
*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
CFP®, EPC, RIS
Investment Advisor, iA Private Wealth
Insurance Advisor*, iA Private Wealth Insurance Agency
Associate, Business Development and Marketing
BBA - Bus. Mgmt.
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.