Jeffrey Greenfeld, CFP®, EPC, RIS

Certified Financial Advisor
IA Private Wealth

popup medal icon RIA: Certified

As a Responsible Investing Specialist, I educate, support, and partner with you at each life stage of your financial journey with personalized strategies designed to help you invest responsibly and in a way that aligns with your core values.

Our SRI portfolios and products are designed with you in mind, whether you are interested in renewable energy or reducing ownership of high carbon emission holdings.

As an independent wealth management firm, we are committed to providing you with an exceptional client experience. We can assist you with wealth management, retirement planning, insurance, estate planning, debt reduction or tax returns.

Services Offered in RI
  • Will & Estate planning
  • Insurance & risk planning
  • Taxation planning
  • Investment management
  • Financial planning
Minimum Account Size

$100,000+

$250,000+

$500,000+

$1,000,000+

<$100,000

Investor Type Dealt With

Individual

Type of License

IIROC

Provinces Licensed In
  • British Columbia
  • Manitoba
  • Alberta