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Follow our WealthTracker blog for interesting financial stories and articles!

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.

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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.

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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...

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8 Top Highlights from Federal Budget 2022

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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Retirement downsizing becomes rightsizing

Jeff Greenfeld

Aug 9, 20213 min read

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?

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How do you chose a real estate agent? Interview #2 with Greg Klemke, Realtor

Jeff Greenfeld

Feb 25, 20213 min read

How do you chose a real estate agent? Interview #2 with Greg Klemke, Realtor

Are you thinking of buy or selling your home? Wondering how to best choose a realtor? Check out these tips from Greg Klemke!

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Jeff Greenfeld

Jul 11, 20192 min read

Financial Freedom with Manulife One

Manulife One gave peace of mind to Kyle and his wife while buying a bigger home. She was able to take mat leave without stressing.

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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

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