About Us

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

Barry M. Grossman

CFP, CLU, CHFC, B.Admin

 

President of BMG Insurance & Financial Services Inc.

Melanie Brady

 

Assistant to Barry Grossman and Head of Operations

Mariola

Special Projects

Hannah

Marketing Manager

Diane

Life Insurance & Estate Planning Tax Law

Jean Pierre

Fiscaliste, Tax & Estate Planning

Chris

Trust, Tax & Estate Planning

Françoise

Finance

Romeo

Advanced Underwriting Specialist

Janice

Underwriting Case Coordinator

Veronica

New Business Administrator

Nadia

Group Insurance & Employee Benefits

Suzanne

Group Insurance & Employee 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

We are members of

  • Canadian Institute of Chartered Life Underwriters and Chartered Financial consultants
  • C.A.L.U. – Conference for Advanced Life Underwriting
  • Advocis – Financial Advisors Association of Canada
  • Financial Planners Standards Council (FPSC)
  • A.M.F. – Autorité des Marchés Financièrs
  • Chambre de la Sécurité Financièr
  • Investia Financial Services Inc.

Education

In today’s fast moving financial world, BMG Financial is committed to keeping our team on the cutting edge of our industry. As advisors, we continually update our knowledge and use our honed skills to collaborate with other professionals in our community.

 

We strongly support and abide by industry code of ethics and standards of professional conduct.

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.

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