Appointment with Jeffrey Greenfeld
Choose which meeting length with Jeff Greenfeld,
Senior Wealth Advisor, iA Private Wealth
Insurance Advisor, HUB Financial Inc.*
(iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.
*Insurance products are provided through HUB Financial Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.)
15 Minute Meeting
Book a meeting with me for 15 minutes. This would be for something quick like signing or dropping off paperwork!(Jeffrey J. Greenfeld, CFP®, is an In...
Read more
15 minutes
View details
30 Minute Meeting
Book a meeting with me for 30 minutes. This could be for a quick chat to continue a previous conversation or finish off your tax return. (Jeffrey J. G...
Read more
30 minutes
View details
60 Minute Meeting
Book a meeting with me for 60 minutes. This could be for an initial meeting, an annual review or to process an income tax return. If you require longe...
Read more
1 hour
View details
