Jeff GreenfeldNov 29, 20213 minYour Wealth Plan Requires a Team EffortWorking with your financial advisor's network of professionals brings a valuable perspective on your unique financial situation.
Jeff GreenfeldFeb 3, 20213 minRetirement 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 GreenfeldDec 17, 20202 min2020 Year-end Tax TipsAs 2020 ends, it’s important to review your personal finances; especially those that affect your personal income tax returns. To help you...
Jeff GreenfeldNov 18, 20203 minRegistered 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...
Jeff GreenfeldApr 8, 20203 minI Never Thought This Would Happen...I was sitting on the couch chatting with my daughter when I got the call that changed our life forever.
Jeff GreenfeldMar 11, 20203 minDon't be a Victim of FraudMarch is Fraud Prevention Month in Canada. Have you been the victim of a scam? Learn how not to become a victim in this months blog.
Jeff GreenfeldFeb 27, 20202 minLife 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 GreenfeldJul 11, 20192 minFinancial Freedom with Manulife OneManulife One gave peace of mind to Kyle and his wife while buying a bigger home. She was able to take mat leave without stressing.
Jeff GreenfeldMar 18, 20191 minInsurance - Do you really have enough?Are you sure you have enough insurance coverage for your family if you passed away? If you have group coverage, when is the last time you...