Jeff GreenfeldSep 204 minBoomers: 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!
Jeff GreenfeldAug 102 minHaving 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.
Jeff GreenfeldJun 214 minSupport for Family Caregivers - Interview #9 with Family Caregivers of British ColumbiaBeing a caregiver can be emotionally stressful. Caregivers need support too! Learn how the Family Caregivers of BC can help!
Jeff GreenfeldApr 41 minWealthTracker Video Series - April 4, 2023: Interview with ClearEstateDoes the thought of estate planning feel overwhelming and stressful? Are you looking to set up your estate in an easy, transparent, cost-eff
Jeff GreenfeldFeb 162 minDoes 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!
Jeff GreenfeldJan 93 min10 Reasons to Rethink Joint Tenancy With Your ChildrenAre you considering adding your adult child onto the title of your home? Think again! Here are 10 things to think about first!
Jeff GreenfeldNov 10, 20223 minInvestment 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 GreenfeldOct 18, 20220 minWealthTracker Video Series - Oct 16, 2022: Staying the Course in a Bear Market
Jeff GreenfeldSep 28, 20226 minPreserving Farmland and Habitat - Interview #8 with Delta Farmland and Wildlife TrustA 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 GreenfeldSep 16, 20220 minWealthTracker Video Series - September 15, 2022: What are my options when the market is down?
Jeff GreenfeldJul 25, 20220 minWealthTracker Video Series - July 25, 2022: Market Turmoil is nothing new
Jeff GreenfeldJun 27, 20225 minOcean stewardship through community initiatives. Interview #7 with Ocean Ambassadors CanadaOcean Ambassadors Canada is committed to ocean stewardship. Through their educational programs and community initiatives, they educate...