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Follow our WealthTracker blog for interesting financial stories and articles!

Boomers: Talk Wealth Transfer with Your Kids! Get the Convo Going!

Jeff Greenfeld

Sep 20
4 min

Boomers: Talk Wealth Transfer with Your Kids! Get the Convo Going!

Six steps to discuss wealth transfer with your adult children without disrupting family harmony. Get the convo going!

Having critical illness insurance means not choosing between your finances and your health!

Jeff Greenfeld

Aug 10
2 min

Having critical illness insurance means not choosing between your finances and your health!

The risk of getting a critical illness is real! Learn what CI insurance provides you if you get sick.

Support for Family Caregivers - Interview #9 with Family Caregivers of British Columbia

Jeff Greenfeld

Jun 21
4 min

Support for Family Caregivers - Interview #9 with Family Caregivers of British Columbia

Being a caregiver can be emotionally stressful. Caregivers need support too! Learn how the Family Caregivers of BC can help!

WealthTracker Video Series - April 4, 2023: Interview with ClearEstate

Jeff Greenfeld

Apr 4
1 min

WealthTracker Video Series - April 4, 2023: Interview with ClearEstate

Does the thought of estate planning feel overwhelming and stressful? Are you looking to set up your estate in an easy, transparent, cost-eff

Does your life insurance give you rewards?

Jeff Greenfeld

Feb 16
2 min

Does your life insurance give you rewards?

Kayla life insurance rewards her with points by doing everyday fitness activities! The more points, the less she pays in premiums!

10 Reasons to Rethink Joint Tenancy With Your Children

Jeff Greenfeld

Jan 9
3 min

10 Reasons to Rethink Joint Tenancy With Your Children

Are you considering adding your adult child onto the title of your home? Think again! Here are 10 things to think about first!

Jeff Greenfeld

Nov 10, 2022
3 min

Investment Market updates for Q3

October was a better month for investors as equity markets rallied defiantly despite ongoing news headlines about rate hikes, inflation,...

Jeff Greenfeld

Oct 18, 2022
0 min

WealthTracker Video Series - Oct 16, 2022: Staying the Course in a Bear Market

Preserving Farmland and Habitat - Interview #8 with Delta Farmland and Wildlife Trust

Jeff Greenfeld

Sep 28, 2022
6 min

Preserving Farmland and Habitat - Interview #8 with Delta Farmland and Wildlife Trust

A few weeks ago, I spoke with Christine Schmalz, Director of the Delta Farmland and Wildlife Trust (DF&WT). As a resident of Delta, it...

Jeff Greenfeld

Sep 16, 2022
0 min

WealthTracker Video Series - September 15, 2022: What are my options when the market is down?

Jeff Greenfeld

Jul 25, 2022
0 min

WealthTracker Video Series - July 25, 2022: Market Turmoil is nothing new

Ocean stewardship through community initiatives. Interview #7 with Ocean Ambassadors Canada

Jeff Greenfeld

Jun 27, 2022
5 min

Ocean stewardship through community initiatives. Interview #7 with Ocean Ambassadors Canada

Ocean Ambassadors Canada is committed to ocean stewardship. Through their educational programs and community initiatives, they educate...

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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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