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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 (63)
Jan 21, 2026 ∙ 2 min
Guaranteed Health & Dental at age 65
Health & Dental plans for retirees with no medical questionnaire!
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Oct 6, 2025 ∙ 2 min
The Seven Sins of Estate Planning
Don't make these seven mistakes when it comes to planning your estate. Care planning can help to minimize estate taxes and make it easier on your executor.
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Jul 9, 2025 ∙ 2 min
Is mortgage insurance the best option? Protect yourself, not the bank
Learn that there may be another option besides purchasing mortgage insurance.
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Jeff Greenfeld
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