Blog

Follow our WealthTracker blog for interesting financial stories and articles!

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.

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!

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!

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...

Aug 9, 20213 min read

Retirement downsizing becomes rightsizing

Thinking about downsizing now that you are retired? Perhaps you have a “guest room” in your home that hasn’t seen an actual guest in years?

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.