Greenfeld Financial Management is a full-service financial planning centre that has been proudly serving South Delta residents for twenty-five years. The firm is owned and operated by Jeff Greenfeld. As an independent wealth management firm, they are committed to providing you with an exceptional client experience. They 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. At Greenfeld Financial Management, they help you plan for the exact kind of retirement life you envision. Their portfolio recommendations are based on fee-based and non-fee-based options. The firm helps you take hold of your financial future with the right mix of financial services and strategies that match your needs. They receive tremendous satisfaction in assisting you in achieving your wealth management goals. The firm offers a free consultation.

Watershed Financial Solutions is one of the leading financial service firms in Delta. The firm was formed to assist clients in the much-needed preparation for an uncertain financial future. Brian Brotherston is the CEO of the firm. Watershed Financial Solutions strongly believe and implement a holistic approach in its business practices. The firm strives to identify the issues and solve people's problems when making the necessary decisions to ensure their financial future. They are dedicated to providing a comprehensive solution to achieve the best future for families and business owners. Watershed Financial Solutions has calculators on its website for client's convenience.

South Delta Financial Group is commited to providing a personalized approach to your financial goals. The team of South Delta Financial Group has over 50 years of combined experience in the financial services industry. South Delta Financial Group provides various financial planning and investment services. The firm offers a wealth of education, communication and personal, hands-on involvement to every individual and family. They provide comprehensive retirement, tax and estate planning. South Delta Financial Group offers you the right combination of financial services, support and guidance that make the most sense for you and your family.