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Boomers: Talk Wealth Transfer with Your Kids! Get the Convo Going!

Jeff Greenfeld

Sep 20
4 min

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!

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WealthTracker Video Series - April 4, 2023: Interview with ClearEstate

Jeff Greenfeld

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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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,...

75 views0 comments

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.

120 views0 comments

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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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,...

10 views0 comments

Jeff Greenfeld

Jul 4, 2019
4 min

Six Ways to Pass on the Family Cabin

As Canadians, we love the outdoors. You’ll find us kayaking down a river, snowboarding down the local slopes and hiking the local...

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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

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