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Follow our WealthTracker blog for interesting financial stories and articles!

Sep 111 min

The New Family Bank

Many adult children are asking their parents or grandparents for financial help. If you are becoming the family bank, here are some tips.

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Jeff Greenfeld

Apr 223 min

Key Highlights of Budget 2024

Highlights of Budget 2024 including capital gains exemption, home buyers plan, and RESP enhancements.

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Setting Kids Up For Financial Success - Interview #10 With Fiscal Kids

Jeff Greenfeld

Mar 264 min

Setting Kids Up For Financial Success - Interview #10 With Fiscal Kids

Empower your children and grandchildren with financial literacy tools that are critical for their financial success!

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Save for your First Home Purchase by Combining your RRSP, TFSA & FHSA

Jeff Greenfeld

Dec 5, 20232 min

Save for your First Home Purchase by Combining your RRSP, TFSA & FHSA

With today's home prices being so expensive, first-home buyers need all the help they can get. Here are three ways a first-time buyer can...

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

Jeff Greenfeld

Apr 4, 20231 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, 20233 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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Ten ways to reduce your carbon footprint

Jeff Greenfeld

Jun 15, 20222 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...

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8 Top Highlights from Federal Budget 2022

Jeff Greenfeld

Apr 13, 20224 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, 20214 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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Jeff Greenfeld

Feb 3, 20213 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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Jeff Greenfeld

Dec 17, 20202 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...

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Jeff Greenfeld

Dec 14, 20203 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...

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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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