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Follow our WealthTracker blog for interesting financial stories and articles!

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.

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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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Does your life insurance give you rewards?

Jeff Greenfeld

Feb 16, 20232 min read

Does your life insurance give you rewards?

Kayla life insurance rewards her with points by doing everyday fitness activities! The more points, the less she pays in premiums!

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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

May 11, 20203 min read

Helping Your Employees with Health Care

If you are a small business looking for ways to provide a health benefit package, check out a Health Spending Account (HSA)

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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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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

Oct 30, 20193 min read

How much do you love your ex?

Jerry and Carol thought a vacation away together would solve all their problems. Recently it seemed that all they were doing was...

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Jeff Greenfeld

Aug 26, 20192 min read

A Travel Checklist for Healthy Travels

Here are some handy tips for healthy travels from Greenfeld Financial Management.

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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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