Through our strategic planning process, we guide individuals and their families in formulating an intergenerational approach to wealth transfer including estate equalization, business continuance and charitable gifting. 

It all starts with a conversation…

Developing and implementing a corporate insurance portfolio is essential to ensure the future viability of your company.  Protecting both shareholders and key people of your business are crucial whether you are part of an established corporation or a start-up.  

To get ahead today both employees and employers require cutting edge benefit programs.  Our collaborative planning process allows for a win-win solution.

What We Do

Individual Insurance

Corporate Insurance

Group Benefits

What Clients Are Saying

“It has been a pleasure collaborating with Barry and his team at BMG. Barry consistently offers invaluable advice for our company’s employee benefits requirements over the many years of service. His exemplary listening skills, attentiveness to our needs, and high level of knowledge and professionalism set him apart. Barry is proactive in addressing issues and demonstrates a strong commitment to minimizing costs through diligent work.

Melanie is a great addition to BMG and has further enhanced the team’s capabilities. Together, Barry and Melanie deliver a service that adds significant value to our organization. Working with BMG instills confidence, allowing us to trust that we are in capable hands. This assurance enables us to redirect our time and energy towards efficiently managing and growing our business.”

– Murray – CFO

What Clients Are Saying

“Barry and the BMG team have been advising us on Canadian benefits for almost 20 years. We have found them to be invaluable, always providing excellent customer service, strategic advice and the best rates in the business. They have supported us through significant growth periods, acquisitions and the transition to being a subsidiary of a publicly listed company. In my personal dealings with Barry, I have always found him to be an excellent communicator, honest to a fault, hard working, client serviced focused and a true partner. He has given me and our HR team peace of mind knowing that we are being well taken care of, always with our best interests at heart. They are a great asset to our (any) HR team, insuring we offer top notch employee support and the best available benefits package at a highly competitive cost.”

– Stuart – President & CEO

What Clients Are Saying

“I have known Barry personally and professionally for many years and he has always been there when needed as an advisor; both for my family’s personal insurance and insurance estate plans, or for handling of any of our various companies benefits programs; whether handling one of our family’s small group or for a world class company, Barry and BMG always provides a leading edge value offering; Barry is a person of integrity and is always at the top of his game providing me with the piece of mind knowing that our family and companies are well taken care of.”

– Greg – Technology and Real Estate Entrepreneur

What Clients Are Saying

“My wife and I bought our first life insurance policies from Barry Grossman over 30 years ago (just before we started our family) and Barry has been a central part of our financial planning ever since. We trust him wholeheartedly and wouldn’t make a personal or business insurance move without him. In addition to being the consummate professional, Barry is honest, proactive, and extremely smart. We consider him a friend and a part of our team.”

– Len & Shelley – Parents/Grandparents & Entrepreneurs 

What Clients Are Saying

“Barry has been our Benefits advisor for many years now and he has helped us navigate through changes in our corporate structure over the years.
He is extremely knowledgeable in his industry and is a good listener and communicator as well.
Melanie is a great compliment to the BMG team, and together they provide us with a lot of professionalism which makes working with them
easy and seamless. I would highly recommend Barry, he’s always been there when needed and he puts his clients’ interests first and foremost.”

– Jonathan, Sr. Vice-President & Chief Financial Officer

What Clients Are Saying

“Barry has taken care of my personal, family and business needs for over 30 years now. I have only high praise to offer; Barry and his team have always taken care of our insurance and financial security needs, always making us feel that we were in good hands. He is tops in his industry and I’ve always felt confident in recommending him to friends and family”

– Michel – Dentist /Business Owner

What Clients Are Saying

“I have been a client of Barry’s for over twenty (20) years and it has always been effortless to work with him and his team at BMG. Barry’s knowledge of the insurance industry and his technical ability has helped in our family’s intergenerational wealth planning. This is a very complex and sensitive subject matter to the layperson, yet Barry makes this process clear and concise and updates us every step of the way. I don’t provide praise often, but I feel confident in referring Barry to clients and friends as I know that they will be in good hands.”

– Robert, Real Estate Developer/Manager

What Clients Are Saying

“I have worked with BMG since joining my firm and I can say that Barry is tops in his field, he always has an answer whether it’s troubleshooting for our employee benefits or giving advice on how to implement and advise on our Partners shareholder coverages. Working with him and Melanie is seamless and working with BMG gives us the peace of mind that our needs are being attended to while we are focusing on our core businesses.”

– Matthew, Vice-President Finance

Relationship Building is Key to Our Success

At BMG Financial we create, preserve & manage wealth for future delivery
Relationship Building is Key to Our Success!

We are a professional team who are fiercely independent with a wealth of knowledge, experience and resources to draw upon.

We believe each client; business or individual is unique, with their own specific needs. Our role is to help you to determine those needs, design a plan to meet them, and only then recommend, and implement your plan using the most appropriate financial products.

Latest News

Segregated Investment Funds

Segregated Investment Funds

Segregated Investment Funds, offered through insurance carriers, provide unique benefits guarantees, including death benefit and capital guarantees.

Alternative Minimum Tax changes are coming

Alternative Minimum Tax changes are coming

The 2023 federal budget introduced changes to the Alternative Minimum Tax (AMT) system. Aimed at ensuring high-income individuals pay a minimum tax, the changes address concerns about minimal tax payments due to certain incentives.

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