Try dreaming about retirement
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
Follow our WealthTracker blog for interesting financial stories and articles!
Tax-Efficient Income for your Retirement
FollowMe™ Health Plan Follows You Into Retirement
Boomers: Talk Wealth Transfer with Your Kids! Get the Convo Going!
WealthTracker Video Series - April 4, 2023: Interview with ClearEstate
10 Reasons to Rethink Joint Tenancy With Your Children
Your Wealth Plan Requires a Team Effort
What does estate clearing encompass? Interview #4 with April Fluevog
Retirement downsizing becomes rightsizing
Retirement Reality Check ~
Registered Disability Savings Plan – How Lesley secured her financial future
Life Insurance in your late '50s? In this case, yes!!
How much do you love your ex?
Manage your Real Estate Investment with Manulife Bank
Making A Case for Aging in Place
Six Ways to Pass on the Family Cabin