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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



Blog
Follow our WealthTracker blog for interesting financial stories and articles!
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Using life insurance as burial insurance
Even a small life insurance policy can help your beneficiary or executor to pay for funeral expenses.
Jeff Greenfeld
May 122 min read
5 views
0 comments


Donate through your financial plan and save more on taxes
Want to donate to charity? Consider donating through your financial plan and save more in taxes!
Jeff Greenfeld
Mar 182 min read
14 views
0 comments


Life Insurance – With no medical exams!
Reduce estate taxes with permanent life insurance that require no medical exams or health questions!
Jeff Greenfeld
Dec 10, 20242 min read
31 views
0 comments


Try dreaming about retirement
Use the D.R.E.A.M. approach to build a sustainable retirement income plan.
Jeff Greenfeld
Aug 6, 20242 min read
18 views
0 comments


Tax-Efficient Income for your Retirement
Learn how Brian and Krista generated non-taxable income during retirement from their non-registered investment account.
Jeff Greenfeld
Jun 13, 20243 min read
37 views
0 comments


FollowMe™ Health Plan Follows You Into Retirement
FollowMe is a great option for those people losing their health and dental plans heading into retirement.
Jeff Greenfeld
Mar 7, 20241 min read
25 views
0 comments


Boomers: Talk Wealth Transfer with Your Kids! Get the Convo Going!
Six steps to discuss wealth transfer with your adult children without disrupting family harmony. Get the convo going!
Jeff Greenfeld
Sep 20, 20234 min read
45 views
0 comments


Support for Family Caregivers - Interview #9 with Family Caregivers of British Columbia
Being a caregiver can be emotionally stressful. Caregivers need support too! Learn how the Family Caregivers of BC can help!
Jeff Greenfeld
Jun 21, 20234 min read
57 views
0 comments


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
Jeff Greenfeld
Apr 4, 20231 min read
63 views
0 comments


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
Jan 9, 20233 min read
49 views
0 comments


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...
Jeff Greenfeld
Apr 13, 20224 min read
55 views
0 comments


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,...
Jeff Greenfeld
Aug 26, 20214 min read
224 views
0 comments


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
161 views
0 comments


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...
Jeff Greenfeld
Feb 3, 20213 min read
169 views
0 comments


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
174 views
0 comments


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.
Jeff Greenfeld
Sep 21, 20203 min read
140 views
0 comments


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
157 views
0 comments


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...
Jeff Greenfeld
Oct 30, 20193 min read
222 views
0 comments


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,...
Jeff Greenfeld
Jul 4, 20192 min read
125 views
0 comments
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