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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®, Senior Wealth Advisor & Financial Planner
Located in Delta, BC Tel: 604.940.8617

Profile
Join date: Feb 13, 2019
Posts (65)
May 21, 2026 ∙ 2 min
Leave more for your children - and less for the CRA
Leave more for your kids and less for the CRA by incorporating an Estate Bond Strategy as part of your estate planning.
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0
Mar 24, 2026 ∙ 2 min
Try this great wealth transfer strategy
How to use a permanent life insurance policy to create a tax-efficient wealth transfer strategy.
22
0
Jan 21, 2026 ∙ 2 min
Guaranteed Health & Dental at age 65
Health & Dental plans for retirees with no medical questionnaire!
21
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Jeff Greenfeld
Admin
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