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Follow our WealthTracker blog for interesting financial stories and articles!

Jeff Greenfeld

Apr 22
3 min

Key Highlights of Budget 2024

Highlights of Budget 2024 including capital gains exemption, home buyers plan, and RESP enhancements.

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FollowMe™ Health Plan Follows You Into Retirement

Jeff Greenfeld

Mar 7
1 min

FollowMe™ Health Plan Follows You Into Retirement

FollowMe is a great option for those people losing their health and dental plans heading into retirement.

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Ten ways to reduce your carbon footprint

Jeff Greenfeld

Jun 15, 2022
2 min

Ten ways to reduce your carbon footprint

You have probably heard the term, 'carbon footprint' before, but perhaps you are not sure how you can make a difference. Well, your...

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Jeff Greenfeld

Jan 18, 2022
3 min

COVID-19 Investor Progress Update

December Canadian Investment market update

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How can a small business benefit from a bookkeeper? Interview #5 with Wendy Scott

Jeff Greenfeld

Dec 9, 2021
3 min

How can a small business benefit from a bookkeeper? Interview #5 with Wendy Scott

Learn how your small businesses can benefit greatly from a bookkeeper by organizing your income and expenses. Read my blog and learn how.

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31 daily tips for your small business this October!

Jeff Greenfeld

Sep 29, 2021
3 min

31 daily tips for your small business this October!

October is Small Business Month in Canada. Here are 31 daily tips to help you improve and grow your small business this October.

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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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Can Something Good Come From a Pandemic?

Jeff Greenfeld

Jun 3, 2020
4 min

Can Something Good Come From a Pandemic?

Yes, COVID-19 has been deadly and changed our lives forever. But along with all the bad, there are small glimmers of hope and resilience.

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Jeff Greenfeld

May 11, 2020
3 min

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)

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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

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