Proud to be entering year 29 of assisting clients with their financial needs.
WealthTracker Video Series
July 25, 2022:
Market turmoil is nothing new, and is always followed by a robust recovery
Meet The Team
Born and raised in Winnipeg, Jeff attended the University of Manitoba then moved to Vancouver in November 1979 to work in various industries including food and beverage. As Business Owner and Chief Executive Officer for over 15 years, Jeff's diversified background includes experience in the areas of importing, manufacturing, distribution, marketing, sales and service on a local, national and international level. In 1994, he switched careers and became licensed in the investment and insurance industry. Jeff currently resides with his wife in Tsawwassen, BC and enjoys travelling, dining out, and spending time with his extended family in BC and Manitoba.
Karen has been a Ladner resident for around 24 years and has worked for Greenfeld Financial Management for 14 of those years. Karen has worked in a number of industries including publishing, high tech, and investor relations. Karen has a Marketing degree from BCIT, and a Web Publishing Diploma from Langara. Karen enjoys holidaying with her daughters and husband in Europe, reading, skiing and hiking. She has recently taking up the sport of pickleball with her girlfriends and is looking forward to using her recently acquired stand up paddle board! She is lucky to live 4 blocks from our office and quite often runs into clients on the way to work.
Melissa joined Greenfeld Financial in the spring of 2021 and has been a resident of Ladner for around 20 years. In the fall of 2020, Melissa graduated with a degree in Business Administration from Langara Community College while working in the local restaurant industry. Melissa enjoys vacationing with her family, spending time at Vancouver's numerous beaches with her friends and spending time poolside in her family's backyard. She has always wanted to work in the financial field and is happy to be able to live and work in the community of Ladner and not commute through the tunnel for work.
*Insurance products are provided through iA Private Wealth Insurance Agency which is a trade name of PPI Management Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund. Travel Insurance products provided through multiple carriers. Financial Planner, Financial Planning, Investment Advisor, Financial Planner in Delta BC, Financial Planner in Ladner, BC, Insurance Advisor in Ladner, BC
CFP®, EPC, RIS
Investment Advisor, iA Private Wealth
Insurance Advisor*, HollisWealth Insurance Agency
Associate, Business Development and Marketing
BBA - Bus. Mgmt.
About iA Private Wealth
As independent business owners, iA Private Wealth advisors are fully invested in you. We know what it takes to be an entrepreneur and will work with you to create a plan that fits your unique business needs and goals. At iA Private Wealth, you’ll find an advisor who understands how to build your wealth – and is always ready to listen. With a focus on providing investment and financial strategies, iA Private Wealth offers individuals, families, and businesses fully integrated wealth solutions.