iA Private Wealth

Located in the heart of Delta, BC, Greenfeld Financial Management stands as a comprehensive financial planning hub, operating under the esteemed license of iA Private Wealth. With 28 years of experience under their belt, this independent wealth management firm is dedicated to delivering a top-tier client experience. At Greenfeld Financial Management, they take pride in their role as educators, supporters, and partners throughout your financial journey, guiding you towards a secure retirement. Through thoughtful questioning, they ensure that your financial planning reflects your fundamental values and principles, striving to cultivate positive and measurable outcomes for your financial future while promoting environmental sustainability. Greenfeld Financial Management, nestled in Delta, BC, is your go-to destination for holistic financial planning services, proudly affiliated with iA Private Wealth. Boasting nearly three decades of expertise, this autonomous wealth management firm prioritizes providing clients with an unparalleled experience. By fostering a collaborative relationship with you, they are committed to assisting and advising you every step of the way on your financial path, ultimately aiming to align your wealth strategy with your ethical beliefs. Embrace a future where financial success intertwines with environmental responsibility by entrusting your financial journey to Greenfeld Financial Management. Generated using this place's available information

Ranza Investments Ltd is a professional financial advisory firm located in Delta British Columbia. Specializing in personalized investment strategies and comprehensive financial planning Ranza Investments is dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships the firm provides expert guidance tailored to individual needs ensuring a trusted partnership in managing wealth. Generated from this place's information

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.ca/ca-en/privacy.