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
Retirement
At Greenfeld Financial, our team works closely with you to ensure your retirement future is secure.
We can assist you with:
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When to convert an RRSP to a Retirement Income Fund (RIF)
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Transferring the difference between your LIF min/max to your RRSP as a contribution.
- When to take OAP & CPP
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Group Pension Planning
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Portfolio adjustments for income generation
Registered Retired Savings Plan (RRSP)
What is it?
A Registered Retirement Savings Plan (RRSP) is a type of investment account that allows you to build and grow your wealth for retirement in a tax-advantaged way.
Who is it for?
Canadians who have employment income and file a tax return. Either they (or their guardian) may set up and contribute to an RRSP.
Registered Disability Savings Plan (RDSP)
What is it?
An RDSP is a savings plan that provides people with disabilities an easy and effective way to save and invest for their long-term financial security.
Who is it for?
Anybody who can claim the Disability Tax Credit may be eligible.