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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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Tax-Efficient Income for your Retirement

Jeff Greenfeld

Jun 133 min read

Tax-Efficient Income for your Retirement

Learn how Brian and Krista generated non-taxable income during retirement from their non-registered investment account.

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10 Important Tax Planning Deadlines for 2024

Jeff Greenfeld

Jan 222 min read

10 Important Tax Planning Deadlines for 2024

10 Important Tax Planning Deadlines for 2024.

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Jeff Greenfeld

Nov 10, 20223 min read

Investment Market updates for Q3

October was a better month for investors as equity markets rallied defiantly despite ongoing news headlines about rate hikes, inflation,...

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WealthTracker Video Series - September 15, 2022: What are my options when the market is down?

Jeff Greenfeld

Sep 16, 20220 min read

WealthTracker Video Series - September 15, 2022: What are my options when the market is down?

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When is the best time to invest your money?

Jeff Greenfeld

May 4, 20224 min read

When is the best time to invest your money?

Is it a good time to invest? Many clients recently have asked me whether it is a good time to invest given the current situation in the...

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Five ways your investments can help reduce climate change

Jeff Greenfeld

Feb 17, 20224 min read

Five ways your investments can help reduce climate change

Interested in helping to reduce climate change? Here are 5 ways that your investments can help reduce climate change.

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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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What is Socially Responsible Investing? Interview #3 with Melissa Koehn

Jeff Greenfeld

Jun 16, 20214 min read

What is Socially Responsible Investing? Interview #3 with Melissa Koehn

What is socially responsible investing? Jeff Greenfeld interviews Melissa Koehn from Mackenzie Investments for interview #3.

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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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