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
Insurance
Insurance is a crucial element in financial planning and wealth management. Without it, you expose yourself to financial ruin, both for yourself and for your family. In many cases, the expenses incurred due to a workplace injury, travel accident or death of a loved one can be beyond the savings or wealth that you have accumulated.
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Life Insurance
What is it?
Life insurance provides financial protection to surviving dependents after the death of an insured person.
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Who is it for?
If someone you care about depends on your salary, then life insurance coverage is not an option: it’s essential. If you die prematurely without the proper coverage, your spouse and kids may be left without any means to pay the mortgage or put food on the table.
Disability Insurance
What is it?
Disability insurance replaces a portion of your income when you can't work because of an illness or disability. Premiums rise with age, so best to purchase when you are young.
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Who is it for?
Important if you are self-employed and if you do not have any type of group benefit plans at your place of employment or simply don’t have enough through the group coverage.
Critical Illness Insurance
What is it?
Provides additional coverage for medical emergencies like heart attack, stroke, or cancer.
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Who is it for?
If you are not eligible for disability insurance — for instance, a stay-at-home parent who doesn’t have an income to replace OR to help you prepare for the financial hardships that may come with a critical illness diagnosis such as the cost of medical treatment.
Emergency Travel Medical/Cancellation & Interruption Insurance
What is it?
Emergency travel medical insurance is critical for travelers planning a trip as it financially protects them from unexpected medical emergencies resulting from an accident or sudden illness that may happen prior or during their trip. Trip cancellation & interruption provides coverage in case you need to cancel your trip or you need to fly home unexpectedly for example.
Who is it for?
Everyone that travels but does not have adequate coverage through their group plan or credit card.
Health & Dental Plans
What is it?
Health and dental plans cover things like prescriptions, dental care, vision, specialists, and therapists for massage, physiotherapy, and acupuncture.
Who is it for?
If you’re self-employed or your employer doesn't provide health and dental coverage.
(*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.)