Upcoming Events

website banner.png
October 27, 2022
12:00 to 1 pm PST

How to make your investments match your core values to make positive global changes!

Are you feeling helpless in the fight against climate change?


Are you wondering how you can make a difference toward a better sustainable future?


If yes, you are part of the 75% of CDNs concerned about the long-lasting effects of climate change and are interested in investing in products and services that align with your core values.


Make your money matter with responsible investments. Learn how by choosing the right investments in your portfolio,
you can be part of the solution.


Attend our webinar and listen to Deborah Debas from Desjardins Wealth Management and me discuss
responsible investing. Join the conversation!

Listen to myself and Deborah Debas from Desjardins Investments discuss responsible investing and join in on the conversation!


*Door prizes will be drawn at the event! Invite your friends to sign up as well!

dwm logo for wealthbuzz.png
pickup3 image for newsletter.png

When we hear the ocean is in trouble it’s easy to feel overwhelmed.


If you want to take action but don’t know where to start, PickUp3 is your answer.


Join me, Karen, and Melissa on October 15th at Centennial Beach in Tsawwassen (Boundary Bay Regional Park)

with PickUp3 to clean up our local beach. Pop by our booth for some tasty treats and backpacks when you are there!


PickUp3 is a growing movement that works with communities to remove plastic and other waste from our beaches,

educate on the importance of ocean health and inspire people to take action and care for their oceans.

We hope to see you there on the 15th!

(This event is sponsored in part by iA Private Wealth).

webinar graphic .png

Do you love fall and all that goes along with Halloween? Are you creative?

Then enter our Greenfeld Pumpkin Decorating Contest! Three amazing prices available:

1st place: Apple Airpods
2nd price: 4 tickets to Flyer Over Christmas Canada
3rd prize: Two tickets to Cineplex Odeon with beverage and popcorn!


How to Enter:
1. Pick up your pumpkin and decorating kit at Greenfeld Financial during office hours.

2. Decorate the pumpkin using the kit and other items of your own to decorate the pumpkin in a fun, interesting,

and creative fall/Halloween theme.

3. Post a photo of your spooktacularly decorated pumpkin  
on our Greenfeld Financial Facebook page Contest Post. (In the comments section)

     Use #GreenfeldPumpkinContest in the comment.

4. Like the Greenfeld FB contest post.

5. Enter online between October 14th and October 31st.

6. Three prizes will be supplied based on the most creative design

7. Winners to be selected on November 1, 2022.

Good luck and tell all your friends!

Contest Rules
No purchase required. The Greenfeld Pumpkin Decorating Contest, (the “Contest”) is sponsored by iA Private Wealth and Jeffrey Greenfeld of Greenfeld Financial Management at 4877 Delta Street, Delta, BC V4K 2T9. The Contest begins on October 14, 2022, at 9 a.m. PST and ends on October 31, 2022 at Midnight PST. There are a total of three prizes available to be won as follows: 1st – Apple Airpods (approx. value $180); 2nd – Four tickets to Fly Over Canada Christmas (approx.. value $80); and 3rd – Two Cineplex Odeon Tickets with popcorn and beverage (approx.. value $40). Skill-testing question required. Open to legal residents of BC, who are the age of majority in the province or territory of residence at time of entry. Odds of winning depend on number of eligible entries received before contest closes. Limit of one entry per household. Full rules and entry details available at: www.greenfeldfinancial.com/upcoming-events.

Click here to read the Long Form Contest Rules.