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Follow our WealthTracker blog for interesting financial stories and articles!

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.

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Jeff Greenfeld

Nov 29, 20213 min read

Your Wealth Plan Requires a Team Effort

Working with your financial advisor's network of professionals brings a valuable perspective on your unique financial situation.

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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...

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Registered Disability Savings Plan – How Lesley secured her financial future

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...

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Jeff Greenfeld

Apr 8, 20203 min read

I Never Thought This Would Happen...

I was sitting on the couch chatting with my daughter when I got the call that changed our life forever.

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Jeff Greenfeld

Mar 11, 20203 min read

Don't be a Victim of Fraud

March is Fraud Prevention Month in Canada. Have you been the victim of a scam? Learn how not to become a victim in this months blog.

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Life Insurance in your late '50s? In this case, yes!!

Jeff Greenfeld

Feb 27, 20202 min read

Life Insurance in your late '50s? In this case, yes!!

You are in your late '50s and you children are adults. A financial review with your Investment Advisor will help you decide.

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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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Jeff Greenfeld

Mar 18, 20191 min read

Insurance - Do you really have enough?

Are you sure you have enough insurance coverage for your family if you passed away? If you have group coverage, when is the last time you...

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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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