Blog

Follow our WealthTracker blog for interesting financial stories and articles!

Sep 111 min read

The New Family Bank

Many adult children are asking their parents or grandparents for financial help. If you are becoming the family bank, here are some tips.

Jeff Greenfeld

Aug 62 min read

Try dreaming about retirement

Use the D.R.E.A.M. approach to build a sustainable retirement income plan.

Tax-Efficient Income for your Retirement

Jeff Greenfeld

Jun 133 min read

Tax-Efficient Income for your Retirement

Learn how Brian and Krista generated non-taxable income during retirement from their non-registered investment account.

Jeff Greenfeld

Apr 223 min read

Key Highlights of Budget 2024

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

Setting Kids Up For Financial Success - Interview #10 With Fiscal Kids

Jeff Greenfeld

Mar 264 min read

Setting Kids Up For Financial Success - Interview #10 With Fiscal Kids

Empower your children and grandchildren with financial literacy tools that are critical for their financial success!

FollowMe™ Health Plan Follows You Into Retirement

Jeff Greenfeld

Mar 71 min read

FollowMe™ Health Plan Follows You Into Retirement

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

10 Important Tax Planning Deadlines for 2024

Jeff Greenfeld

Jan 222 min read

10 Important Tax Planning Deadlines for 2024

10 Important Tax Planning Deadlines for 2024.

Save for your First Home Purchase by Combining your RRSP, TFSA & FHSA

Jeff Greenfeld

Dec 5, 20232 min read

Save for your First Home Purchase by Combining your RRSP, TFSA & FHSA

With today's home prices being so expensive, first-home buyers need all the help they can get. Here are three ways a first-time buyer can...

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

Jeff Greenfeld

Sep 20, 20234 min read

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!

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

Jeff Greenfeld

Aug 10, 20232 min read

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.

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

Jeff Greenfeld

Jun 21, 20234 min read

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!

WealthTracker Video Series - April 4, 2023: Interview with ClearEstate

Jeff Greenfeld

Apr 4, 20231 min read

WealthTracker Video Series - April 4, 2023: Interview with ClearEstate

Does the thought of estate planning feel overwhelming and stressful? Are you looking to set up your estate in an easy, transparent, cost-eff

2 3 4 5

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

Blog