Greenfeld Financial Management is a Toronto-based wealth management team led by David Greenfeld. The practice operates as a personal trade name within iA Private Wealth, which is one of Canada's largest independent non-bank wealth management firms. Greenfeld Financial Management focuses on providing customized financial planning and investment management for affluent individuals, families, business owners, and foundations. Their mission is to help clients achieve their financial goals through a disciplined and personalized approach, backed by the extensive resources and platform of iA Private Wealth (a division of Industrial Alliance Insurance and Financial Services Inc.).

Founded in

Canada