Jeffrey Greenfeld's Professional Contact Details

HQ
+1 604-940-8617
Location
Delta, British Columbia

Jeffrey Greenfeld's Current Company Details

We know how worrisome it is when you don't have a clear path to your financial freedom. Perhaps its debt weighing you down or you can't figure out a way to purchase your new home. Maybe you don't know if you ha...
We know how worrisome it is when you don't have a clear path to your financial freedom. Perhaps its debt weighing you down or you can't figure out a way to purchase your new home. Maybe you don't know if you have enough money to retire early.​It can make you lose sleep, become stressed out and distracted from the other important things in life.​There always seems to be another task or project that needs attention, delaying your chance of creating the retirement life you want. But the longer you delay, the less chances you have of making those dreams come true.​Coming up with a financial plan for your future takes time, knowledge and the commitment to put it together.​At Greenfeld Financial Management, we've spent 29 years helping hundreds of people like you. We helped them plan for the exact kind of retirement life they envisioned. The kind where they don't have to worry about how they can pay bills during retirement, fund their next holiday or buy their next car.Here's how we help you:1. Customized Investment Portfolios…Designed to meet your specific goals 2. Protecting Family Income…Keeping your loved ones safe from unnecessary debt3. Retirement Planning…Creating the retirement lifestyle you envision4. Estate Planning…Leaving a legacy based on your wishes5. Debt Reduction Strategies…Making it more affordable to get closer to your financial goals6. Tax Savings Strategies…Providing you tax efficient sources of income7. Tax Return Preparation…Eliminate time and stress8. College/University Tuition…Allow children to focus on their studiesCall our office today at 604.940.8617 to learn how to reach the financial future you envision for you and your family.
personal income tax returns
investment management
financial planning
income protection
tax strategies
cash management
retirement
estate planning
financial services
law practice
legal services

Jeffrey Greenfeld's Work History and Education

Greenfeld Financial Management/iA Private Wealth
Senior Wealth Advisor
1994 - Present
iA Private Wealth
Investment Advisor
2005 - Present
IG Wealth Management
CERTIFIED FINANCIAL PLANNER®
1994 - 2004 • 11 years

Frequently Asked Questions about Jeffrey Greenfeld


What company does Jeffrey Greenfeld work for?

Jeffrey Greenfeld works for Greenfeld Financial Management/iA Private Wealth.

What is Jeffrey Greenfeld's role at Greenfeld Financial Management/iA Private Wealth?

Jeffrey Greenfeld's role at Greenfeld Financial Management/iA Private Wealth is Senior Wealth Advisor.

What is Jeffrey Greenfeld's email address?

Jeffrey Greenfeld's email address is j**@greenfeldfinancial.com.

What is Jeffrey Greenfeld's business email address?

Jeffrey Greenfeld's business email address is j**@greenfeldfinancial.com.

What is Jeffrey Greenfeld's HQ phone number?

Jeffrey Greenfeld's HQ phone number is +1 604-940-8617.

What industry does Jeffrey Greenfeld work in?

Jeffrey Greenfeld works in the Financial Services industry.

Who are Jeffrey Greenfeld's colleagues?

Jeffrey Greenfeld's colleagues are Dan Crabtree and Karen Taipalus.
Financial advisor
Office Manager, Greenfeld Financial Mgmt/iA Private Wealth

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