Aging

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

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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!

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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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What does estate clearing encompass? Interview #4 with April Fluevog

Jeff Greenfeld

Aug 26, 2021
4 min

What does estate clearing encompass? Interview #4 with April Fluevog

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

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Retirement downsizing becomes rightsizing

Jeff Greenfeld

Aug 9, 2021
3 min

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?

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Jeff Greenfeld

Feb 3, 2021
3 min

Retirement Reality Check ~

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

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What is a Representation Agreement? Interview #1 with Vicki van As, Notary Public

Jeff Greenfeld

Oct 8, 2020
4 min

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.

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This is why an Executor needs a Clearance Certificate

Jeff Greenfeld

Sep 21, 2020
3 min

This is why an Executor needs a Clearance Certificate

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

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Life Insurance in your late '50s? In this case, yes!!

Jeff Greenfeld

Feb 27, 2020
2 min

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.

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Jeff Greenfeld

Oct 30, 2019
3 min

How much do you love your ex?

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

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Jeff Greenfeld

Jul 4, 2019
2 min

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,...

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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