Blog

Leave more for your kids and less for the CRA by incorporating an Estate Bond Strategy as part of your estate planning.

How to use a permanent life insurance policy to create a tax-efficient wealth transfer strategy.

Health & Dental plans for retirees with no medical questionnaire!

Learn that there may be another option besides purchasing mortgage insurance.

Even a small life insurance policy can help your beneficiary or executor to pay for funeral expenses.

Know what to ask when purchasing travel insurance before you buy a policy to make sure you are fully covered for your needs.

Reduce estate taxes with permanent life insurance that require no medical exams or health questions!

Many adult children are asking their parents or grandparents for financial help. If you are becoming the family bank, here are some tips.

Highlights of Budget 2024 including capital gains exemption, home buyers plan, and RESP enhancements.

FollowMe is a great option for those people losing their health and dental plans heading into retirement.

10 Important Tax Planning Deadlines for 2024.

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

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

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

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

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 was great to learn more about agriculture preservation in my own backyard. Here is what I learned! Jeff: Welcome, Christine. Can you please tell me about the Delta Farmland & Wildlife Trust? Christine: Thanks, Jeff! Delta Farmland & Wildlife Trust (DF&WT) is a non-profit organization that promotes the preservation of farmland and wildlife habi

Ocean Ambassadors Canada is committed to ocean stewardship. Through their educational programs and community initiatives, they educate people about the threat of marine pollution to the health of our oceans. Executive Director Alison Wood spoke to Greenfeld Financial recently about her mission of leadership, education, and wet feet! Here is what we learned. Jeff: What is the mission of Ocean Ambassadors Canada and why is it so important for the next generation? Alison: Our co

You have probably heard the term, 'carbon footprint' before, but perhaps you are not sure how you can make a difference. Well, your carbon footprint is measured by your lifestyle choices and purchasing habits. The lower your carbon footprint, the greater your contribution will be towards slowing down climate change. Here are some ways to do that: Get involved in the Circular Economy. Borrow tools from your neighbour, rather than purchase them. Host a clothing exchange party w

In early March, I caught up with Tiffinie Hammerer and Lee-Ann Johnson from The Hub Refillery in Tsawwassen for my quarterly interview. The Hub Refillery sells sustainable, natural products that uses refillable containers. Jeff: Tell me a little more about your concept and how it works. Lee-Ann: The idea behind The Hub Refillery is to make sustainable living easy for everyone. Our products are thoroughly researched and carefully curated based on quality, environmental impact,

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