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Having critical illness insurance means not choosing between your finances and your health!

Jeff Greenfeld

Aug 10
2 min

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.

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Support for Family Caregivers - Interview #9 with Family Caregivers of British Columbia

Jeff Greenfeld

Jun 21
4 min

Support for Family Caregivers - Interview #9 with Family Caregivers of British Columbia

Being a caregiver can be emotionally stressful. Caregivers need support too! Learn how the Family Caregivers of BC can help!

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Does your life insurance give you rewards?

Jeff Greenfeld

Feb 16
2 min

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!

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10 Reasons to Rethink Joint Tenancy With Your Children

Jeff Greenfeld

Jan 9
3 min

10 Reasons to Rethink Joint Tenancy With Your Children

Are you considering adding your adult child onto the title of your home? Think again! Here are 10 things to think about first!

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8 Top Highlights from Federal Budget 2022

Jeff Greenfeld

Apr 13, 2022
4 min

8 Top Highlights from Federal Budget 2022

On April 7th, Finance Minister, Chrystia Freeland announced the new proposed changed to the Federal Budget 2022. It contains many...

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Retirement downsizing becomes rightsizing

Jeff Greenfeld

Aug 9, 2021
3 min

Retirement downsizing becomes rightsizing

Thinking 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?

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Jeff Greenfeld

Feb 3, 2021
3 min

Retirement Reality Check ~

How Working with a Financial Planner helped Jim and Cindy meet their retirement goals! The roofer stepped off the extension ladder beside...

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Registered Disability Savings Plan – How Lesley secured her financial future

Jeff Greenfeld

Nov 18, 2020
3 min

Registered 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...

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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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