Family

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

48 views0 comments

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!

35 views0 comments

Ten ways to reduce your carbon footprint

Jeff Greenfeld

Jun 15, 2022
2 min

Ten ways to reduce your carbon footprint

You have probably heard the term, 'carbon footprint' before, but perhaps you are not sure how you can make a difference. Well, your...

20 views0 comments

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...

44 views0 comments

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

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...

33 views0 comments

Jeff Greenfeld

Dec 17, 2020
2 min

2020 Year-end Tax Tips

As 2020 ends, it’s important to review your personal finances; especially those that affect your personal income tax returns. To help you...

45 views0 comments

Jeff Greenfeld

Dec 14, 2020
3 min

December Review and 2021 Outlook

Things look very different this year as we start this holiday season. The number of COVID-19 cases continues to increase around the world...

48 views0 comments

Registered Disability Savings Plan – How Lesley secured her financial future

Jeff Greenfeld

Nov 18, 2020
3 min

Registered Disability Savings Plan – How Lesley secured her financial future

“I don’t know how I am ever going to save for my retirement” said Lesley to her best friend Kayla. “Ever since my injury at work, I worry...

41 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.

107 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.

77 views0 comments

Can Something Good Come From a Pandemic?

Jeff Greenfeld

Jun 3, 2020
4 min

Can Something Good Come From a Pandemic?

Yes, COVID-19 has been deadly and changed our lives forever. But along with all the bad, there are small glimmers of hope and resilience.

66 views0 comments

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