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 Risk Questionnaire and Financial Review, your short and long term goals help 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 options for both registered and non-registered accounts:

Fee Structure registered and non reg diagram.png

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!

Fee-based options features include:

no up-front commission
no annual administration fee in registered accounts
lower management expense ratio (MER)
fee is tax deductible in non-registered accounts
small management fee

Want to get started on a Financial Plan? Click here to download our Financial Planning Fact Finder!

Responsible Investing (RI)

As with most Canadians these days, you are probably concerned about the recent climate events that happened in 2021 such as fires and floods. If so, you are amongst the of 77% of Canadians interested in responsible investing. You are concerned about the long lasting effects of climate change and are interested in investing in products and services that align with their core values.

As a Responsible Investment Specialist (RIS), I work with you to create an investment portfolio that meets your goals and is unique to you – whether it is investing in low carbon emissions, clean energy, or weapons-free investments.