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Follow our WealthTracker blog for interesting financial stories and articles!

Boomers: Talk Wealth Transfer with Your Kids! Get the Convo Going!

Six steps to discuss wealth transfer with your adult children without disrupting family harmony. Get the convo going!

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!

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...

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?

What is a Representation Agreement? Interview #1 with Vicki van As, Notary Public

Greenfeld Financial interviews Vicki van As, Notary Public to learn more about Representation Agreements.