Barry M. Grossman

President, Financial Security Advisor, Group Insurance and Group Annuity plans advisor at BMG Insurance and Financial Services Inc.
Investment Funds Advisor with Investia Financial Services Inc.

Tel: (514) 700-9393 ext. 707

Assistant to Barry Grossman and Head of Operations:

Melanie Brady
T: (514) 700-9393 ext. 700

Degrees & Designations

  • B.Admin. – Finance
  • Certified Financial Planner (CFP)
  • C.L.U. – Chartered Life Underwriter
  • Ch.F.C. – Chartered Financial Consultant

Barry, Chairman and Founder, has been providing professional financial advice since 1982 and is a member in good standing of the following professional and in industry organizations

Professional Organizations

  • Canadian Institute of Chartered Life Underwriters and Chartered Financial Consultants
  • Advocis – Financial Advisors Association of Canada
  • Conference of Advanced Life Underwriters (C.AL.U.)
  • Financial Planners Standards Council (FPSC)
  • A.M.F. – Autorité des Marchés Financièrs
  • Chambre de la Sécurité Financièr
  • Million Dollar Round Table
  • National Quality Aware since 1983

Community Involvement (Current and past)

  • Federation CJA – fundraising various co-chair and canvassing positions
  • State of Israel Bonds – Board Member
  • New Leadership division of Israel Bonds (1998-2002) – Co-Chairman
  • Member of the Jewish Chamber of Commerce
  • Jewish Chamber of Commerce – Executive Committee
  • Federation CJA – Professional Advisory Committee
  • Elan Financial Services Division – Executive Committee
  • J.P.P.S. Concert Society – Chairman, New Sponsorship
  • Planning Allocation Committee – Federation C.J.A.
  • Co-Chair Captains Division – YAD C.J.A. campaign
  • Jewish Eldercare Foundation – Treasurer