Jeff GreenfeldNov 29, 20213 minYour Wealth Plan Requires a Team EffortWorking with your financial advisor's network of professionals brings a valuable perspective on your unique financial situation.
Jeff GreenfeldSep 29, 20213 min31 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.
Jeff GreenfeldAug 26, 20214 minWhat does estate clearing encompass? Interview #4 with April FluevogThank you April for joining me to participate in the Greenfeld Interview Series. I am curious to learn more about the services your firm,...
Jeff GreenfeldAug 9, 20213 minRetirement downsizing becomes rightsizingThinking about downsizing now that you are retired? Perhaps you have a “guest room” in your home that hasn’t seen an actual guest in years?
Jeff GreenfeldJun 16, 20214 minWhat is Socially Responsible Investing? Interview #3 with Melissa KoehnWhat is socially responsible investing? Jeff Greenfeld interviews Melissa Koehn from Mackenzie Investments for interview #3.
Jeff GreenfeldApr 1, 20213 min5 Income Tax items for 2020 you should know aboutHere are 5 income tax items for 2020 that you should know about when filing your personal income tax return. 1. 2020 filing deadline...
Jeff GreenfeldFeb 25, 20213 minHow do you chose a real estate agent? Interview #2 with Greg Klemke, RealtorAre you thinking of buy or selling your home? Wondering how to best choose a realtor? Check out these tips from Greg Klemke!
Jeff GreenfeldFeb 3, 20213 minRetirement Reality Check ~How Working with a Financial Planner helped Jim and Cindy meet their retirement goals! The roofer stepped off the extension ladder beside...
Jeff GreenfeldDec 17, 20202 min2020 Year-end Tax TipsAs 2020 ends, it’s important to review your personal finances; especially those that affect your personal income tax returns. To help you...
Jeff GreenfeldDec 14, 20203 minDecember Review and 2021 OutlookThings look very different this year as we start this holiday season. The number of COVID-19 cases continues to increase around the world...
Jeff GreenfeldNov 18, 20203 minRegistered 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...
Jeff GreenfeldOct 8, 20204 minWhat is a Representation Agreement? Interview #1 with Vicki van As, Notary PublicGreenfeld Financial interviews Vicki van As, Notary Public to learn more about Representation Agreements.