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Don't make these seven mistakes when it comes to planning your estate. Care planning can help to minimize estate taxes and make it easier on your executor.

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

Want to donate to charity? Consider donating through your financial plan and save more in taxes!

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

Use the D.R.E.A.M. approach to build a sustainable retirement income plan.

Learn how Brian and Krista generated non-taxable income during retirement from their non-registered investment account.

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

Six steps to discuss wealth transfer with your adult children without disrupting family harmony. Get the convo going!

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

Does the thought of estate planning feel overwhelming and stressful? Are you looking to set up your estate in an easy, transparent, cost-eff

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

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

Thank you April for joining me to participate in the Greenfeld Interview Series. I am curious to learn more about the services your firm,...

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?

How Working with a Financial Planner helped Jim and Cindy meet their retirement goals! The roofer stepped off the extension ladder beside...

Greenfeld Financial interviews Vicki van As, Notary Public to learn more about Representation Agreements.

As Executor, it's important to make sure the estate's taxes have all been paid. Learn how.

You are in your late '50s and you children are adults. A financial review with your Investment Advisor will help you decide.

Jerry and Carol thought a vacation away together would solve all their problems. Recently it seemed that all they were doing was...

When his grandchildren are playing in the tree house or gathering for a holiday dinner in the home he has spent decades refurbishing,...