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


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Join date: Feb 13, 2019
Posts (60)
May 12, 2025 ∙ 2 min
Using life insurance as burial insurance
Even a small life insurance policy can help your beneficiary or executor to pay for funeral expenses.
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Mar 18, 2025 ∙ 2 min
Donate through your financial plan and save more on taxes
Want to donate to charity? Consider donating through your financial plan and save more in taxes!
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Feb 13, 2025 ∙ 2 min
Five Important Questions to Ask When Purchasing Travel Insurance
Know what to ask when purchasing travel insurance before you buy a policy to make sure you are fully covered for your needs.
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Jeff Greenfeld
Admin
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