Investment Management

At Greenfeld Financial, we consider investment management crucial to your entire financial picture. As our investment client, we work with you to understand your financial goals, objectives and risk level to create a personalized portfolio of investment products. By completing our Financial Review, goals such as retirement planning, income generation, tax efficient income, educations savings, disability savings, and short-term savings determine which program is best for you.

Our on-going monitoring program provides you with peace of mind, allowing your money to build and create wealth over time. Investment products that we use to construct your portfolio may include:

  • Mutual Funds            

  • Stocks & Bonds         
  • GICs                     

  • ETFs

  • Segregated Funds

  • Alternative Products

  • Exempt Market Products             

  • Private Placements

  • SRI/ESG Funds

Our portfolios recommendations are based on fee-based and non-fee based options. Your investments are not locked in, allowing for greater flexibility when re-balancing your portfolio. To you, our client, it means that making changes to your portfolio is not hampered by redemption fees and other portfolio restrictions. We provide annual performance and fee reports and you can choose to view your account online, making for a greener planet!

Call our office in Delta, BC today to learn how we can assist you in achieving your financial goals.

Investment Management, Greenfeld Financial Management, Delta, BC