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Setting Kids Up For Financial Success - Interview #10 With Fiscal Kids

Jeff Greenfeld

Mar 264 min read

Setting Kids Up For Financial Success - Interview #10 With Fiscal Kids

Empower your children and grandchildren with financial literacy tools that are critical for their financial success!

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Boomers: Talk Wealth Transfer with Your Kids! Get the Convo Going!

Jeff Greenfeld

Sep 20, 20234 min read

Boomers: Talk Wealth Transfer with Your Kids! Get the Convo Going!

Six steps to discuss wealth transfer with your adult children without disrupting family harmony. Get the convo going!

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Support for Family Caregivers - Interview #9 with Family Caregivers of British Columbia

Jeff Greenfeld

Jun 21, 20234 min read

Support for Family Caregivers - Interview #9 with Family Caregivers of British Columbia

Being a caregiver can be emotionally stressful. Caregivers need support too! Learn how the Family Caregivers of BC can help!

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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!

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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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What does estate clearing encompass? Interview #4 with April Fluevog

Jeff Greenfeld

Aug 26, 20214 min read

What does estate clearing encompass? Interview #4 with April Fluevog

Thank you April for joining me to participate in the Greenfeld Interview Series. I am curious to learn more about the services your firm,...

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What is a Representation Agreement? Interview #1 with Vicki van As, Notary Public

Jeff Greenfeld

Oct 8, 20204 min read

What is a Representation Agreement? Interview #1 with Vicki van As, Notary Public

Greenfeld Financial interviews Vicki van As, Notary Public to learn more about Representation Agreements.

161 views0 comments

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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