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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®, Senior Wealth Advisor & Financial Planner
Located in Delta, BC Tel: 604.940.8617


Blog
Follow our WealthTracker blog for interesting financial stories and articles!
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Leave more for your children - and less for the CRA
Leave more for your kids and less for the CRA by incorporating an Estate Bond Strategy as part of your estate planning.
Jeff Greenfeld
May 212 min read


Try this great wealth transfer strategy
How to use a permanent life insurance policy to create a tax-efficient wealth transfer strategy.
Jeff Greenfeld
Mar 242 min read


Guaranteed Health & Dental at age 65
Health & Dental plans for retirees with no medical questionnaire!
Jeff Greenfeld
Jan 212 min read


Is mortgage insurance the best option? Protect yourself, not the bank
Learn that there may be another option besides purchasing mortgage insurance.
Jeff Greenfeld
Jul 9, 20252 min read


Using life insurance as burial insurance
Even a small life insurance policy can help your beneficiary or executor to pay for funeral expenses.
Jeff Greenfeld
May 12, 20252 min read


Five Important Questions to Ask When Purchasing Travel Insurance
Know what to ask when purchasing travel insurance before you buy a policy to make sure you are fully covered for your needs.
Jeff Greenfeld
Feb 13, 20252 min read


Life Insurance – With no medical exams!
Reduce estate taxes with permanent life insurance that require no medical exams or health questions!
Jeff Greenfeld
Dec 10, 20242 min read


FollowMe™ Health Plan Follows You Into Retirement
FollowMe is a great option for those people losing their health and dental plans heading into retirement.
Jeff Greenfeld
Mar 7, 20241 min read


Having critical illness insurance means not choosing between your finances and your health!
The risk of getting a critical illness is real! Learn what CI insurance provides you if you get sick.
Jeff Greenfeld
Aug 10, 20232 min read


Does your life insurance give you rewards?
Kayla life insurance rewards her with points by doing everyday fitness activities! The more points, the less she pays in premiums!
Jeff Greenfeld
Feb 16, 20232 min read


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.
Jeff Greenfeld
Nov 29, 20213 min read


Helping Your Employees with Health Care
If you are a small business looking for ways to provide a health benefit package, check out a Health Spending Account (HSA)
Jeff Greenfeld
May 11, 20203 min read


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.
Jeff Greenfeld
Apr 8, 20203 min read


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.
Jeff Greenfeld
Feb 27, 20202 min read


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...
Jeff Greenfeld
Oct 30, 20193 min read


A Travel Checklist for Healthy Travels
Here are some handy tips for healthy travels from Greenfeld Financial Management.
Jeff Greenfeld
Aug 26, 20192 min read


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...
Jeff Greenfeld
Mar 18, 20191 min read
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