Greenfeld Financial Managment/iA Private Wealth

www.greenfeldfinancial.com

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 27 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 debt 3. Retirement Planning…Creating the retirement lifestyle you envision 4. Estate Planning…Leaving a legacy based on your wishes 5. Debt Reduction Strategies…Making it more affordable to get closer to your financial goals 6. Tax Savings Strategies…Providing you tax efficient sources of income 7. Tax Return Preparation…Eliminate time and stress 8. College/University Tuition…Allow children to focus on their studies Call our office today at 604.940.8617 to learn how to reach the financial future you envision for you and your family.

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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 27 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 debt 3. Retirement Planning…Creating the retirement lifestyle you envision 4. Estate Planning…Leaving a legacy based on your wishes 5. Debt Reduction Strategies…Making it more affordable to get closer to your financial goals 6. Tax Savings Strategies…Providing you tax efficient sources of income 7. Tax Return Preparation…Eliminate time and stress 8. College/University Tuition…Allow children to focus on their studies Call our office today at 604.940.8617 to learn how to reach the financial future you envision for you and your family.

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Country

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City (Headquarters)

Delta

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Employees

1-10

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Founded

1994

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Estimated Revenue

$1 to $1,000,000

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Potential Decision Makers

  • Principal and Chief Compliance Officer

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    Phone (***) ****-****
  • Office Manager , Greenfeld Financial Mgmt / Ia Private Wealth

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    Phone (***) ****-****
  • Investment Advisor

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    Phone (***) ****-****
  • Administrative Assistant

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    Phone (***) ****-****

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