2 Best Gold IRA Investment Companies Near Me in Delta, BC – Investment Opportunities & Options for Your TFSA or RRSP Account
Best Rated Sponsor
My Wealthy Quest
ADDRESS: 11674 84 Ave, Delta, BC V4C 2M3, Canada
NUMBER: +1 778-710-8872
DESCRIPTION FROM BUSINESS: If you feel stuck with your money despite doing your best, you’re not alone. I help women professionals move from knowing what to do to actually doing it — with clarity, confidence, and control. Heart-centered financial guidance and coaching designed for real life.
OFFICE HOURS
| Mon | 10:00 AM – 6:00 PM | |
|---|---|---|
| Tue | 10:00 AM – 6:00 PM | |
| Wed | 10:00 AM – 6:00 PM | |
| Thu | 10:00 AM – 6:00 PM | |
| Fri | 10:00 AM – 6:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Been a client for years and every time I come to her for consultation, she always provides me and my family with options and valuable information on how to protect our assets and eventually achieve our financial goals. She’s been our go-to person for financial advice as she thoroughly makes her research and presents us with options that are suitable to our goals and budget too. She lets us take our time to decide and does not pressure us. I also appreciate the fact that she continually educates herself and shares any updates with her clients too. Highly recommend Ms. Cel for her knowledge in her craft, professionalism and genuine service! – timmy mojica
REVIEW #2 – I had the pleasure of working with Ate Cel, and I can’t recommend her highly enough. From our first meeting, she took the time to understand my unique financial situation and goals, crafting a personalized plan that suits me and my family well.
Her expertise was evident as she guided me through budgeting, protection, and investment for my family. She broke down complex concepts into manageable steps, making it easy for me to understand and feel empowered about my financial decisions.
Her support has been invaluable, and I feel much more secure about my financial future. If you’re looking for someone who genuinely cares and knows her stuff, look no further! – Jessica Rae Avila
REVIEW #3 – Hi, my name is Kristine a very good friend of Ate Cel. She is really very passionate of what she’s doing. I’m so proud of her. Helping people save for the future and think what life’s ahead of them. Educating friends and families of how important is our financial planning for our future. I do trust her much, she is very approachable and nice. Every time I have questions, she always respond to me as quickly as possible and explain things very detailed. I’m thankful and blessed to have a friend like her, and you can count on her all the time. Godbless and more power to you and your career! – kristine may yu
REVIEW #4 – I met Ate Cel during my first few months in Canada and I am thankful to have met her since then. Being new to the country, I feel very overwhelmed especially on my finances and Ate Cel guide me through it. She made sure that I am secured with Life and Critical Illness Insurance that fit my financial capability. I really admire how passionate and dedicated she is on what she’s doing and I’m so proud to witness her grow in her career. Thank you so much Ate Cel, for being my advisor and a great friend 🥰 – Frietzel Mae Jarina
REVIEW #5 – Cel has made my wealth quest an enjoyable experience. She is a professional who is very knowledgeable, caring and enthusiastic in helping her clients attain their financial goals. I would recommend that anyone who wants to be happy not only in their finances, but also in life, career, business and making their dreams happen connect with her. – Kevin Fraser
Recommended Sponsors
Find a Gold IRA Near Me with the Best Gold Investment Options for Your TFSA or RRSP Account
Greenfeld Financial Management
ADDRESS: 4877 Delta St, Delta, BC V4K 2T9, Canada
NUMBER: +1 604-940-8617
SERVICES: Wealth management, Financial Advisor, Financial Planning, Financial Strategies, Investment Advisors, Investment Opportunities, Investment Portfolio, Pension Scheme, Personalized Strategies, Private Wealth Advisors, Registered Retirement Savings Plan, Registered Retirement Savings Plans, Responsible Investing, Retirement And Estate Plans, Retirement Income, Retirement Insurance
OFFICE HOURS
| Mon | 8:30 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:30 AM – 5:00 PM | |
| Wed | 8:30 AM – 5:00 PM | |
| Thu | 8:30 AM – 5:00 PM | |
| Fri | 8:30 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We met Jeff in 1994 at the home show in White Rock BC. My wife and I pushing our 2 year old in his buggy. I am pretty sure we were one of his first clients. We had a mortgage, credit card debt and were doing our best to keep mom at home. I was 33 at the time so fast forward to me at 67. We have two successful children, 2 grand children, we are debt free and due to the long relationship with Jeff I am pretty sure I can retire this year. He has been there for every financial crisis when we needed advice. As well as an advisor we consider him to be a friend who wont steer us wrong. – Rob Heath
REVIEW #2 – Jeff was amazing to deal with. He took the time out of his day to share his knowledge and expertise with the questions I had and was able to guide me in the right direction to be able to achieve a mile stone in my life – Mikey3844
REVIEW #3 – We went to Jeff seeking a fresh new investment strategy. Jeff impressed us with his thorough knowledge of investment options and tax implications. Jeff’s attention to detail quickly identified an oversight on our part which has resulted to a significant government refund. We look forward to furthering our relationship with Jeff and his team. – Barry Mann
REVIEW #4 – I have collaborated with Greenfeld management for a number of years. In order to assist me with my accounting and investment needs, he and his team have gone above and beyond. In order for me to understand my risk tolerance and still make my money work for me, Jeff has shown me a great deal of patience and professionalism in his personal care. – Sharon mahoney
REVIEW #5 – We were referred to Jeff Greenfeld by a dear friend, after we shared with her, the unpleasant experiences we had had in the past with our Income Tax preparation. We dropped by Greenfeld Financial late in the afternoon on a Saturday on the chance they would be able to handle our returns.
Jeff was so professional, gracious and helpful to us. Our returns were filed that day before we left his office!
We are so thankful to have found such a competent and friendly person to deal with CRA for us. – Charlie and Gayle Baird
REVIEW #6 – I am not a numbers person and was anxious about my financial well-being moving towards retirement. Jeff was very knowledgeable and patient in answering all my questions and gave me a better understanding of my overall financial picture. I now feel more confident moving forward. Thanks Jeff! – Judith
REVIEW #7 – My husband and I have been dealing with Jeff for the last 5 years. We find him to be extremely knowledgeable in his financial expertise . He always makes time for us and never to busy to answer our questions. I would highly recommend Jeff for your financial investment needs. – Tanis MacAulay
REVIEW #8 – Jeff Greenfeld has been my financial advisor for almost ten years. During my meetings I never feel rushed and he always takes the time to alleviate all my stress and confusion. I have total confidence and trust in his abilities, especially when it comes to financial advice for seniors. I would highly recommend him for financial planning issues. – Dale Green
REVIEW #9 – Jeff discussed my new retirement reality and investment strategy in detail with me. He advised on a strategy that I liked and my portfolio has gone up 6% in April, and 7% in May, and June looks very similar! I am very happy with Jeff and his team. Great people, solid advice, friendly service. – Jurgen Odefey
REVIEW #10 – Top notch service. Honest & professional. Having dealt with nearly 20 industry professionals, Jeff has been the best to deal with. Thank you Jeff & I am looking forward to working with you again in the future. – How
REVIEW #11 – We contacted Jeff to find out if a company that we were working with was some how associated with Greenfeld, only to find out that the company that we were dealing with was not legitimate. Jeff was extremely helpful in directing us to places that were more legitimate and to organizations that could possibly help us out in a financial way. We are very pleased that we talked with Jeff. – Don Lea
REVIEW #12 – Jeff Greenfeld has processed my personal tax return for a number of years. He is super knowledgeable when it comes to tax returns and always knows exactly which forms are required. His staff is friendly and I would highly recommend Jeff as an Investment Advisor and for any financial planning requirements. – Melissa Whyte
REVIEW #13 – My husband and I have been having Jeff complete our taxes for 10 years. He does and awesome job, full of information and suggestions and he helps make the process of filing for our taxes so much more stressful. We would highly recommend him for his knowledgeable financial expertise! – gord knight
REVIEW #14 – Jeff has been my financial adviser for several years. My investments have grown. I have felt secure and always informed. Jeff always has the time to listen, explain and help. I am very pleased with Greenfeld Financial Management. – Alexis Soroka
REVIEW #15 – Jeff makes time for us and while meeting with him you feel like his only client. He explains each investment choice, guides but doesn’t push and instills confidence. One of the great finds in our life! Thanks Jeff! – Greg Klemke
REVIEW #16 – I have been getting my taxes done by Jeff for about a dozen years now and now I wouldn’t go anywhere else. Why ? -besides Jeff’s great personality he is very knowledgeable and provides great personal service in which he always makes time for you and makes you feel valued as a customer. – Simon Irvine
REVIEW #17 – I was speaking to Jeff just this morning about a credit issue that I was quite concerned about . (Well known bank)As usual he had the answers we needed. It occurred to me that whenever I have a financial issue Jeff always has the answers we need and I go away feeling confident that all is well. – Rob Heath
REVIEW #18 – I recommend Jeff and his team for exceptional service, knowledgeable guidance and friendly attitude. They are never too busy to answer my questions and will explain things more than once if I don’t understand something. You won’t regret giving them a call for financial advice and income tax preparation. I’m so glad I did! – W Keeping
REVIEW #19 – I’ve been a client going on 25 years. Jeff and his office team are outstanding in their field. Very knowledgable, efficient and always looking out for my needs. Highly recommended. – Bruce Russell
REVIEW #20 – I’ve worked with Jeff for 25 years and trust him fully to help me with investing. He goes over and beyond to make sure I have all the information I need and to provide me the best advice he can. I highly recommend him. – Kim Baird
Recommended Sponsors
Gold Broker: A Well Respected Company Offering Great Gold Investment Opportunities
BullionStar: One of The Best Gold Investment Companies in The World
Silver Gold Bull: Offering Some of the Best Gold Investment Options in Canada
