Barry M. Grossman

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

About Barry

With over 35 years of experience, Barry is dedicated to bridging financial security and human needs.

As a specialist in tax minimization, wealth preservation & transfer, charitable gifting, and shareholder planning; Barry empowers businesses and individuals to secure their financial futures reflecting his commitment to long term intergenerational wealth conservation.

He has a strong focus on balancing health costs on group benefits with the ability to advise on benefits answering the needs of a multi generational population of employees which is essential today in attracting and retaining top talent in a competitive job market.

Contact

Tel: (514) 700-9393 ext. 707
Email: barry@bmgfinancial.ca

Assistant to Barry Grossman and Head of Operations:

Melanie Brady
T: (514) 700-9393 ext. 700
E: melanie@bmgfinancial.ca

Contact

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

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 – Prior 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
  • Donald Berman Maimonides & Donald Berman Jewish Eldercare Geriatric centres