Blog

Follow our WealthTracker blog for interesting financial stories and articles!

Tax-Efficient Income for your Retirement

Jeff Greenfeld

Jun 13
3 min

Tax-Efficient Income for your Retirement

Learn how Brian and Krista generated non-taxable income during retirement from their non-registered investment account.

33 views0 comments

Jeff Greenfeld

Nov 10, 2022
3 min

Investment Market updates for Q3

October was a better month for investors as equity markets rallied defiantly despite ongoing news headlines about rate hikes, inflation,...

19 views0 comments

WealthTracker Video Series - September 15, 2022: What are my options when the market is down?

Jeff Greenfeld

Sep 16, 2022
0 min

WealthTracker Video Series - September 15, 2022: What are my options when the market is down?

10 views0 comments

When is the best time to invest your money?

Jeff Greenfeld

May 4, 2022
4 min

When is the best time to invest your money?

Is it a good time to invest? Many clients recently have asked me whether it is a good time to invest given the current situation in the...

27 views0 comments

Five ways your investments can help reduce climate change

Jeff Greenfeld

Feb 17, 2022
4 min

Five ways your investments can help reduce climate change

Interested in helping to reduce climate change? Here are 5 ways that your investments can help reduce climate change.

45 views0 comments

Jeff Greenfeld

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.

15 views0 comments

What is Socially Responsible Investing? Interview #3 with Melissa Koehn

Jeff Greenfeld

Jun 16, 2021
4 min

What is Socially Responsible Investing? Interview #3 with Melissa Koehn

What is socially responsible investing? Jeff Greenfeld interviews Melissa Koehn from Mackenzie Investments for interview #3.

57 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

Blog