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My Story.


It happened to me… and it could happen to you.


Are you prepared?

No-one plans to get sick. I certainly didn't. I never smoked, was in good shape and followed a healthy lifestyle. But a number of years ago I suddenly came down with a severe cold. My doctor told me to take Tylenol and rest in bed. I was back a few weeks later in his office, severely ill with lymphomic cancer.

From there, it was the hospital where I stayed for months and underwent chemotherapy for more than a year.

The worse thing was… I had to live off my savings. I had to give up my apartment, return my leased car and forgo most of my business income.
I survived the cancer… but it took years to rebuild from the financial loss I suffered.

Imagine if this happened to you.

  • Who would take care of your grocery bills and mortgage payments?
  • Who would run your business?
  • Would you be able to survive financially?

Take it from one who knows: don't remain at risk another day.

About Barry Greenberg

Barry Greenberg has a Bachelor of Commerce degree from McGill Universality and a Master's of Business Administration form Concordia University. He is affiliated with the Toronto Board of Trade, The Association for Corporate Growth, the Family Firm Institute, BNI Canada, and the Leukemia and Lymphoma Society. Barry specializes in tax-efficient accumulation and distribution of wealth for business owners.

Barry's experience comes from 30 years of operational responsibility as an owner, partner and senior executive. For 10 years he was the president of an importing wholesale company and CEO of a multi-million-dollar retail and wholesale chain in the art and drafting supply industry. He has consulted for multi-national retail clothing and transportation companies.

Now Barry is a financial advisor, with the unique goal of finding client their money that they are spending unknowingly and unnecessarily. Barry brings to the table his senior executive skills, strong leadership abilities and wealth of experience in business management. His solid foundation in business start-ups and strategy make his advice invaluable when planning for growth. In his little spare time, Barry enjoys ice hockey, cycling, tennis, hiking and golf. He is a member of the Donalda Golf and Country Club.


Barry is passionate about listening to problems before prescribing solutions and then repositioning his client's family balance sheets in order to speed up the wealth creation process- while taking care of major risks along the journey. His focus is on families, business owners, professionals and individuals. Future plans which currently excite his office include using technology more robustly in delivering superior client research and customizing communications to ensure maximum satisfaction as family and business needs evolve in the years ahead.

 

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Testimonials.

"...Barry does not 'sell' insurance. He provides a helpful framework, offering his products as part of the client’s total financial umbrella. And Barry does this with a sense of humour and practicality that is valued by his customers."

- John Majanlahti,
Mortgage Broker, AlphaHouse Mortgage

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My Educational Approach.

Insurance can be a confusing topic. Understanding which plans and benefits are best suited is an essential step in safeguarding your company, your family and yourself.

Learn more about our approach to insurance.

Barry's Insurance Advice.

Three True Experiences
Oct 12, 1 year ago | (0) Comments
By: Barry Greenberg
A father wanted his daughter’s 30 year old husband to get life insurance (inexpensive for a...
Are You Insuring Your Bank?
Aug 23, 2 years ago | (0) Comments
By: Barry Greenberg
Two brothers bought for each of themselves the identical houses separated only by a driveway....
Painless Saving
Jul 15, 2 years ago | (0) Comments
By: Barry Greenberg
  You were always told to save. Saving is the act of putting money aside to grow for a time...
A tale of two brothers
Jun 11, 2 years ago | (0) Comments
By: Barry Greenberg
Two identical houses sit across from each other divide by a common driveway. They are identical...