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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



Blog
Follow our WealthTracker blog for interesting financial stories and articles!
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Life Insurance – With no medical exams!
Reduce estate taxes with permanent life insurance that require no medical exams or health questions!
Jeff Greenfeld
Dec 10, 20242 min read
30 views
0 comments

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
Sep 11, 20241 min read
22 views
0 comments


Key Highlights of Budget 2024
Highlights of Budget 2024 including capital gains exemption, home buyers plan, and RESP enhancements.
Jeff Greenfeld
Apr 22, 20243 min read
25 views
0 comments

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!
Jeff Greenfeld
Mar 26, 20244 min read
56 views
0 comments

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...
Jeff Greenfeld
Dec 5, 20232 min read
35 views
0 comments

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
Jeff Greenfeld
Apr 4, 20231 min read
61 views
0 comments


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!
Jeff Greenfeld
Jan 9, 20233 min read
48 views
0 comments


Ten ways to reduce your carbon footprint
You have probably heard the term, 'carbon footprint' before, but perhaps you are not sure how you can make a difference. Well, your...
Jeff Greenfeld
Jun 15, 20222 min read
85 views
0 comments


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...
Jeff Greenfeld
Apr 13, 20224 min read
52 views
0 comments


What does estate clearing encompass? Interview #4 with April Fluevog
Thank you April for joining me to participate in the Greenfeld Interview Series. I am curious to learn more about the services your firm,...
Jeff Greenfeld
Aug 26, 20214 min read
166 views
0 comments

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...
Jeff Greenfeld
Feb 3, 20213 min read
118 views
0 comments


2020 Year-end Tax Tips
As 2020 ends, it’s important to review your personal finances; especially those that affect your personal income tax returns. To help you...
Jeff Greenfeld
Dec 17, 20202 min read
112 views
0 comments

December Review and 2021 Outlook
Things look very different this year as we start this holiday season. The number of COVID-19 cases continues to increase around the world...
Jeff Greenfeld
Dec 14, 20203 min read
112 views
0 comments


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...
Jeff Greenfeld
Nov 18, 20203 min read
117 views
0 comments


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.
Jeff Greenfeld
Oct 8, 20204 min read
169 views
0 comments

This is why an Executor needs a Clearance Certificate
As Executor, it's important to make sure the estate's taxes have all been paid. Learn how.
Jeff Greenfeld
Sep 21, 20203 min read
85 views
0 comments

Can Something Good Come From a Pandemic?
Yes, COVID-19 has been deadly and changed our lives forever. But along with all the bad, there are small glimmers of hope and resilience.
Jeff Greenfeld
Jun 3, 20204 min read
67 views
0 comments
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