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Follow our WealthTracker blog for interesting financial stories and articles!

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!

10 Reasons to Rethink Joint Tenancy With Your Children

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!

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,...

WealthTracker Video Series - Oct 16, 2022: Staying the Course in a Bear Market

Jeff Greenfeld

Oct 18, 20220 min read

WealthTracker Video Series - Oct 16, 2022: Staying the Course in a Bear Market

Preserving Farmland and Habitat - Interview #8 with Delta Farmland and Wildlife Trust

Jeff Greenfeld

Sep 28, 20226 min read

Preserving Farmland and Habitat - Interview #8 with Delta Farmland and Wildlife Trust

A few weeks ago, I spoke with Christine Schmalz, Director of the Delta Farmland and Wildlife Trust (DF&WT). As a resident of Delta, it...

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

Jeff Greenfeld

Sep 15, 20220 min read

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

WealthTracker Video Series - July 25, 2022: Market Turmoil is nothing new

Jeff Greenfeld

Jul 25, 20220 min read

WealthTracker Video Series - July 25, 2022: Market Turmoil is nothing new

Ocean stewardship through community initiatives. Interview #7 with Ocean Ambassadors Canada

Jeff Greenfeld

Jun 27, 20225 min read

Ocean stewardship through community initiatives. Interview #7 with Ocean Ambassadors Canada

Ocean Ambassadors Canada is committed to ocean stewardship. Through their educational programs and community initiatives, they educate...

Ten ways to reduce your carbon footprint

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...

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...

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...

What is a refillery store? Interview #6 with The Hub Refillery

Jeff Greenfeld

Mar 21, 20224 min read

What is a refillery store? Interview #6 with The Hub Refillery

In early March, I caught up with Tiffinie Hammerer and Lee-Ann Johnson from The Hub Refillery in Tsawwassen for my quarterly interview....

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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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