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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, Financial Planner and Insurance Advisor
Located in Delta, BC Tel: 604.940.8617


Blog
Follow our WealthTracker blog for interesting financial stories and articles!


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.
Jeff Greenfeld
Sep 29, 20213 min read


Retirement downsizing becomes rightsizing
Thinking about downsizing now that you are retired? Perhaps you have a “guest room” in your home that hasn’t seen an actual guest in years?
Jeff Greenfeld
Aug 9, 20213 min read


5 Income Tax items for 2020 you should know about
Here are 5 income tax items for 2020 that you should know about when filing your personal income tax return. 1. 2020 filing deadline Despite this being a more complex tax season due to Covid-19, the Canada Revenue Agency (CRA) has not extended the tax filing deadline. The due date is still April 30 for most Canadians, and June 15 for self-employed people. Those who had a total taxable income of $75,000 or less and received one or more of the COVID-19 benefits listed below wil
Jeff Greenfeld
Apr 1, 20213 min read


How do you chose a real estate agent? Interview #2 with Greg Klemke, Realtor
Are you thinking of buy or selling your home? Wondering how to best choose a realtor? Check out these tips from Greg Klemke!
Jeff Greenfeld
Feb 25, 20213 min read


What is a Representation Agreement? Interview #1 with Vicki van As, Notary Public
Greenfeld Financial interviews Vicki van As, Notary Public to learn more about Representation Agreements.
Jeff Greenfeld
Oct 8, 20204 min read


Can Something Good Come From a Pandemic?
Yes, COVID-19 has been deadly and changed our lives forever. But along with all the bad, there are small glimmers of hope and resilience.
Jeff Greenfeld
Jun 3, 20204 min read


Helping Your Employees with Health Care
If you are a small business looking for ways to provide a health benefit package, check out a Health Spending Account (HSA)
Jeff Greenfeld
May 11, 20203 min read


I Never Thought This Would Happen...
I was sitting on the couch chatting with my daughter when I got the call that changed our life forever.
Jeff Greenfeld
Apr 8, 20203 min read


Greenfeld Staff Book Picks for 2020
Are you an avid book reader? Interested in knowing what others are reading, like us?? This week’s blog is a listing of our staff’s books picks for 2020: Jeff As suspected, Jeff loves to read Fund Facts and investment related material! But we did manage to get a few book titles out of him: The 100 Year Life by Lynda Gratton & Andrew Scott: Living and Working in an Age of Longevity. Greenfeld Financial Management Staff Book Pics 2020 Thomas Jefferson and the Tripoli Pirates by
Jeff Greenfeld
Mar 23, 20203 min read


Don't be a Victim of Fraud
March is Fraud Prevention Month in Canada. Have you been the victim of a scam? Learn how not to become a victim in this months blog.
Jeff Greenfeld
Mar 11, 20203 min read


Life Insurance in your late '50s? In this case, yes!!
You are in your late '50s and you children are adults. A financial review with your Investment Advisor will help you decide.
Jeff Greenfeld
Feb 27, 20202 min read


Greenfeld Financial has moved to new location on Delta Street
Greenfeld Financial has moved!
Jeff Greenfeld
Jan 8, 20202 min read


A Travel Checklist for Healthy Travels
Here are some handy tips for healthy travels from Greenfeld Financial Management.
Jeff Greenfeld
Aug 26, 20192 min read


Financial Freedom with Manulife One
Manulife One gave peace of mind to Kyle and his wife while buying a bigger home. She was able to take mat leave without stressing.
Jeff Greenfeld
Jul 11, 20192 min read


Manage your Real Estate Investment with Manulife Bank
Investing in real estate can be an attractive and effective way to build wealth but it takes a lot of time and energy to manage the financial aspect of your investment. Manulife Bank now has two innovative mortgage and banking solutions that could help you manage your investment properties. 1. Manulife One could simplify your banking and provide you with easy access to the equity you’ve accumulated. 2. Manulife Bank Select could streamline your banking and provide you with op
Jeff Greenfeld
Jul 4, 20191 min read


Making A Case for Aging in Place
When his grandchildren are playing in the tree house or gathering for a holiday dinner in the home he has spent decades refurbishing, Paul* hates the thought of moving away. A widower in good health, he is just about to celebrate his 65th birthday and retire from a small manufacturing company. Paul looks forward to many more years of watching his family grow and thrive. Paul has determined he will need $68,000 per year in after-tax income to maintain his lifestyle once he ret
Jeff Greenfeld
Jul 4, 20192 min read


Insurance - Do you really have enough?
Are you sure you have enough insurance coverage for your family if you passed away? If you have group coverage, when is the last time you reviewed the company handbook to see what exactly is covered? Usually there is a ceiling and most often, it won’t be enough. You may be short. When it comes to life insurance, there are two main categories; term and permanent. If someone you care about depends on your salary, then life insurance is not an option: it’s essential. If you die
Jeff Greenfeld
Mar 18, 20191 min read
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