WealthTracker Financial Blog | Greenfeld Financial Mgmt, Delta BC

Follow our WealthTracker blog for interesting financial stories and articles!

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...

Ten ways to reduce your carbon footprint

Jeff Greenfeld

Jun 15, 2022
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, 2022
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, 2022
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...

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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