WealthTracker Financial Blog | Greenfeld Financial Mgmt, Delta BC

Follow our WealthTracker blog for interesting financial stories and articles!

Sep 28
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

Jul 25
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
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...

Ten ways to reduce your carbon footprint

Jeff Greenfeld

Jun 15
2 min

Ten ways to reduce your carbon footprint

You have probably heard the term, 'carbon footprint' before, but perhaps you are not sure how you can make a difference. Well, your...

When is the best time to invest your money?

Jeff Greenfeld

May 4
4 min

When is the best time to invest your money?

Is it a good time to invest? Many clients recently have asked me whether it is a good time to invest given the current situation in the...

8 Top Highlights from Federal Budget 2022

Jeff Greenfeld

Apr 13
4 min

8 Top Highlights from Federal Budget 2022

On April 7th, Finance Minister, Chrystia Freeland announced the new proposed changed to the Federal Budget 2022. It contains many...

What is a refillery store? Interview #6 with The Hub Refillery

Jeff Greenfeld

Mar 21
4 min

What is a refillery store? Interview #6 with The Hub Refillery

In early March, I caught up with Tiffinie Hammerer and Lee-Ann Johnson from The Hub Refillery in Tsawwassen for my quarterly interview....

Five ways your investments can help reduce climate change

Jeff Greenfeld

Feb 17
4 min

Five ways your investments can help reduce climate change

Interested in helping to reduce climate change? Here are 5 ways that your investments can help reduce climate change.

Jeff Greenfeld

Jan 18
3 min

COVID-19 Investor Progress Update

December Canadian Investment market update

How can a small business benefit from a bookkeeper? Interview #5 with Wendy Scott

Jeff Greenfeld

Dec 9, 2021
3 min

How can a small business benefit from a bookkeeper? Interview #5 with Wendy Scott

Learn how your small businesses can benefit greatly from a bookkeeper by organizing your income and expenses. Read my blog and learn how.

Jeff Greenfeld

Nov 29, 2021
3 min

Your Wealth Plan Requires a Team Effort

Working with your financial advisor's network of professionals brings a valuable perspective on your unique financial situation.

31 daily tips for your small business this October!

Jeff Greenfeld

Sep 29, 2021
3 min

31 daily tips for your small business this October!

October is Small Business Month in Canada. Here are 31 daily tips to help you improve and grow your small business this October.

2 3 4

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, Investment Advisor & Financial Planner in Delta, BC

Tel: 604.940.8617