Income Protection

Follow our WealthTracker blog for interesting financial stories and articles!

Nov 29, 2021
3 min

Your Wealth Plan Requires a Team Effort

Working with your financial advisor's network of professionals brings a valuable perspective on your unique financial situation.

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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...

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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...

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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...

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Jeff Greenfeld

Apr 8, 2020
3 min

I 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.

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Jeff Greenfeld

Mar 11, 2020
3 min

Don't be a Victim of Fraud

March 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.

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Life Insurance in your late '50s? In this case, yes!!

Jeff Greenfeld

Feb 27, 2020
2 min

Life 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.

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Jeff Greenfeld

Jul 11, 2019
2 min

Financial Freedom with Manulife One

Manulife One gave peace of mind to Kyle and his wife while buying a bigger home. She was able to take mat leave without stressing.

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Jeff Greenfeld

Mar 18, 2019
1 min

Insurance - 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...

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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