Try dreaming about retirement
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!
Tax-Efficient Income for your Retirement
FollowMe™ Health Plan Follows You Into Retirement
Boomers: Talk Wealth Transfer with Your Kids! Get the Convo Going!
Support for Family Caregivers - Interview #9 with Family Caregivers of British Columbia
WealthTracker Video Series - April 4, 2023: Interview with ClearEstate
10 Reasons to Rethink Joint Tenancy With Your Children
8 Top Highlights from Federal Budget 2022
What does estate clearing encompass? Interview #4 with April Fluevog
Retirement downsizing becomes rightsizing
Retirement Reality Check ~
What is a Representation Agreement? Interview #1 with Vicki van As, Notary Public
This is why an Executor needs a Clearance Certificate
Life Insurance in your late '50s? In this case, yes!!
How much do you love your ex?
Making A Case for Aging in Place