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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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Jeff Greenfeld
Dec 10, 20242 min read
Life Insurance – With no medical exams!
Reduce estate taxes with permanent life insurance that require no medical exams or health questions!
24 views0 comments
Jeff Greenfeld
Sep 11, 20241 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.
22 views0 comments
Jeff Greenfeld
Apr 22, 20243 min read
Key Highlights of Budget 2024
Highlights of Budget 2024 including capital gains exemption, home buyers plan, and RESP enhancements.
23 views0 comments
Jeff Greenfeld
Mar 26, 20244 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!
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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...
35 views0 comments
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
61 views0 comments
Jeff Greenfeld
Jan 9, 20233 min read
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!
48 views0 comments
Jeff Greenfeld
Jun 15, 20222 min read
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...
34 views0 comments
Jeff Greenfeld
Apr 13, 20224 min read
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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Jeff Greenfeld
Aug 26, 20214 min read
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,...
106 views0 comments
Jeff Greenfeld
Feb 3, 20213 min read
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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Jeff Greenfeld
Dec 17, 20202 min read
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...
54 views0 comments
Jeff Greenfeld
Dec 14, 20203 min read
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...
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Jeff Greenfeld
Nov 18, 20203 min read
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...
60 views0 comments
Jeff Greenfeld
Oct 8, 20204 min read
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.
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Jeff Greenfeld
Sep 21, 20203 min read
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.
82 views0 comments
Jeff Greenfeld
Jun 3, 20204 min read
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.
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