Barry Pascal
Partner @Bell Pascal Insurance Services
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WORK HISTORY
Partner @Bell Pascal Insurance Services
Work with business owners, entrepreneurs and high net worth individuals and families to create estate plans that efficiently move assets from one generation to the next. Provide high-touch service to deliver effective succession planning in a transparent, collaborative way with related professionals, such as lawyers and accountants, that aligns proposed plans with a client’s goals. Focus on: • Estate planning • Tax strategies • Planned charitable gifts • Insurance-based strategies • Shareholder agreements Hold a Master Financial Advisor – Philanthropy (MFA-P) designation through the Canadian Association of Gift Planners. Offer clients particular expertise in planned charitable giving and ways to construct legacy planning that will allow clients to make a larger impact in line with their values.
EDUCATION
McGill University
Bachelor of Arts - BA, Philosophy
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