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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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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?

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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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Jeff Greenfeld

Jan 18, 20223 min read

COVID-19 Investor Progress Update

December Canadian Investment market update

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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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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 14, 20203 min read

December Review and 2021 Outlook

Things look very different this year as we start this holiday season. The number of COVID-19 cases continues to increase around the world...

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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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